Investment & Retirement Planner - Growth & Solutions

RBC; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto is seeking an experienced Investment and Retirement Planner. In this role, you will provide custom investment solutions to clients, supported by a strong internal network. Ideal candidates will have a financial planning designation, mutual funds license, and excellent networking skills. This position offers a flexible schedule, competitive commission structure, and opportunities for career development. Apply now to make an impact within the community.

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 and ability to utilize mobile applications.

Responsibilities

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

Skills

Adaptability

Business Development

Client Centricity

Curiosity

Education

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

Mutual Funds License (IFIC or CSC)

Job description

A leading financial institution in Toronto is seeking an experienced Investment and Retirement Planner. In this role, you will provide custom investment solutions to clients, supported by a strong internal network. Ideal candidates will have a financial planning designation, mutual funds license, and excellent networking skills. This position offers a flexible schedule, competitive commission structure, and opportunities for career development. Apply now to make an impact within the community.