Investment and Retirement Planner - Ajax (Toronto East)

0000050007 Royal Bank of Canada; Ajax; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ajax is seeking an Investment and Retirement Planner. You will build relationships with clients, provide tailored financial advice, and leverage internal partnerships to drive investment sales. Ideal candidates have a financial planning designation, mutual funds license, and a minimum of 3 years of experience in financial planning. This full-time role offers unlimited earning potential and contributes to client success.

Qualifications

• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor‑made financial planning advice using investment solutions.
• Acquire and consolidate existing and new clients and assets.
• Connect clients with the right RBC team members.
• Develop business referral sources through networking.

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (PFP or CFP)

Mutual Funds License (IFIC or CSC)

Job description

Job Description

What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and 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 hunger to drive new investment sales is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

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 centers of influence.

What do you need to succeed?

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

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.

Job Skills

• Adaptability
• Business Development
• Client Centricity
• Curiosity

Additional Details

• Address: 2 HARWOOD AVE S, AJAX
• City: Ajax
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2025-10-17
• Application Deadline: 2025-11-03

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.