Financial Planning, Investment & Retirement Planner - Peterborough and Kawartha Lakes

RBC; Peterborough; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated Investment and Retirement Planners to join their team in Peterborough. This role offers the chance to create custom investment solutions for clients, leveraging your expertise in financial planning and mutual fund sales. With a strong emphasis on networking and client acquisition, you will be supported by a dynamic team and innovative technology. Enjoy a flexible work schedule and a comprehensive rewards program that recognizes your hard work and initiative. If you have a passion for helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Flexible benefits

Competitive commission structure

Pension options

World-class training programs

Career development opportunities

Dynamic and collaborative team

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning required.
• Proven networking and client acquisition skills essential.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Networking

Digital Savviness

Education

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Summary

Job Description

This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Peterborough and Kawartha Lakes communities. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as 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.

The successful candidate must be mobile across the Peterborough and/or Kawartha Lakes regions.

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 unparalleled 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 of 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 ensure your success.

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity.

Additional Job Details

Address: 861 LANSDOWNE ST W: PETERBOROUGH

City: PETERBOROUGH

Country: Canada

Work hours/week: 37.5

Employment Type: Regular

Pay Type: Commission

Posted Date: 2025-01-20

Application Deadline: 2025-05-02

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 continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.