Investment & Retirement Planner — Flexible, Growth‑Driven

RBC; Scugog; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Total rewards program

Training and career development

Flexible work schedule

Mobile technology

Job summary

RBC Investment and Retirement Planner role located in Ontario, Canada, focuses on creating customized investment solutions for RBC clients. You will prospect, network, and collaborate with internal partners to rotate referrals and deliver world‑class advice aligned with clients' long‑term goals.

Must-have credentials include CFP/PFP/QAFP along with a mutual funds license (IFIC/CSC) and at least 2 years’ experience in financial planning.

Qualifications

• Adaptability and problem solving to tailor financial plans.
• Strong business development and client acquisition skills.
• Client-centric approach with strong communication and relationship-building abilities.
• Curious mindset with ongoing learning in financial planning.

Responsibilities

• Provide tailor-made financial planning advice using RBC investment and portfolio solutions.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC teams to meet ongoing needs.
• Develop external referral sources through networking and marketing.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

CFP

PFP

QAFP

Mutual Funds License (IFIC/CSC)

Job description

RBC Investment and Retirement Planner role located in Ontario, Canada, focuses on creating customized investment solutions for RBC clients. You will prospect, network, and collaborate with internal partners to rotate referrals and deliver world‑class advice aligned with clients' long‑term goals.

Must-have credentials include CFP/PFP/QAFP along with a mutual funds license (IFIC/CSC) and at least 2 years’ experience in financial planning.