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

Royal Bank of Canada; Peterborough; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Peterborough seeks an experienced Investment and Retirement Planner to create custom investment solutions. Candidates must have a minimum of 2-3 years of licensed mutual fund sales experience and a financial planning designation. The role offers opportunities for flexible work, comprehensive rewards, and a supportive team environment.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Ability to cultivate strong partner relationships.
• Strong adaptability and client-centric approach.

Responsibilities

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

Skills

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Proven networking and client acquisition skills

Digital savviness

Job description

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?

1. 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.
2. Acquire and consolidate existing and new-to-RBC clients and assets.
3. Connect clients with the right RBC team members to help continuously meet their needs.
4. Develop external business referral sources through networking, marketing, and your centres of influence.

What do you need to succeed?

Must-have

1. Financial Planning Designation (PFP or CFP)
2. Mutual Funds License (IFIC or CSC)
3. Minimum 2 years’ experience in financial planning
4. Proven networking and client acquisition skills
5. Ability to cultivate strong partner relationships
6. 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: Platform

PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-01-20

Application Deadline:

2025-08-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. RBC is committed to an inclusive workplace that values diversity and equal opportunity employment. We believe that a diverse and inclusive workforce is essential to our continued growth and success. We foster a workplace where employees feel supported, respected, and empowered to perform at their best.

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