Investment & Retirement Planner — Custom Solutions & Growth

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent Canadian financial services company in Toronto is seeking an Investment and Retirement Planner to create custom investment solutions for clients. This role involves providing financial planning advice, acquiring new clients, and connecting them with internal partners. The ideal candidate must have financial planning designations and experience in networking. This position offers a full-time employment with competitive benefits and commission structure.

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.
• Digital savviness, ability to effectively utilize mobile applications.

Responsibilities

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

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

Financial Planning Designation (QAFP, PFP® or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

A prominent Canadian financial services company in Toronto is seeking an Investment and Retirement Planner to create custom investment solutions for clients. This role involves providing financial planning advice, acquiring new clients, and connecting them with internal partners. The ideal candidate must have financial planning designations and experience in networking. This position offers a full-time employment with competitive benefits and commission structure.