Financial Planning, Investment & Retirement Planner

RBC; Oshawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Oshawa seeks Investment and Retirement Planners to create custom investment solutions. Candidates should have a Financial Planning designation and 2+ years of mutual fund sales experience. The role emphasizes client acquisition and building relationships. Competitive commission structure and flexible work schedule offered.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice.
• Acquire and consolidate existing and new-to-RBC clients.
• Develop external business referral sources through networking.

Skills

Networking skills

Client acquisition skills

Digital savviness

Financial planning

Education

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Overview

This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across the Durham Region. We are seeking individuals with a minimum of 2-3 years of licensed mutual fund sales experience and who hold their Financial Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have:

• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program with flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to support your success

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 800 TAUNTON RD E, OSHAWA

City: Oshawa

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-02-06

Application Deadline: 2025-10-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.

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