Investment and Retirement Planning Associate

RBC; Scugog; On-site; CAD 65,000 - 88,000; Full time

Benefits offered by this job

Total rewards program

Career advancement opportunities

Supportive team and tools

Flexible benefits

Job summary

RBC is seeking an Investment and Retirement Planning (IRP) Associate to support Financial Planners and Investment & Retirement Planning services. You will assist with meeting prep, referrals, and client communications, ensuring accurate documentation and responsive service.

The role emphasizes collaboration across the bank, helping grow client relationships and assets while adhering to regulatory and policy requirements. This is a full-time position located in Scugog, Ontario.

Qualifications

• Mutual Funds accreditations required or pursued.
• Experience in investments and handling client inquiries.

Responsibilities

• Assist Financial Planners with meeting preparations and referrals.
• Provide high-quality client service via branches, phone, or email.
• Ensure documentation accuracy and follow-ups.
• Identify client needs and support referrals to investment partners.
• Help maintain adherence to policies and procedures.

Skills

Mutual Funds accreditation

Investments experience

Multi-tasking & problem-solving

IT literacy (Microsoft Office)

Communication skills

Collaboration

Flexibility & eagerness to learn

Education

Relevant financial services education

Tools

Microsoft Office

Job description

What is the opportunity?

As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

Job Description

What is the opportunity? As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

What will you do?

• Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners
• Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
• Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
• Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams' annual plan
• Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
• Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact

What do you need to succeed?

Must-have

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
• Previous experience in investments
• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
• IT literacy including the Microsoft Office suite of products, and digital knowledge
• Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills

Nice-to-have

• Proven track record of building rapport and developing client relationships
• Experience in proactive retail sales
• Progressing towards QAFP or PFP designation

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 including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
• Opportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

Address

210 QUEEN ST:SCUGOG

City

Scugog

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-04

Application Deadline

2026-08-17

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.