Financial Planner Investment

1 week ago


Guelph, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

Join as an RBC Investment and Retirement Planner to build relationships and develop tailored investment solutions for potential and existing RBC clients in the Guelph Market. Supported by internal partners, you'll find client referrals coming your way. Your drive and creativity play a key role in offering top-notch advice and solutions for clients to achieve their financial goals. The potential for growth is vast, allowing you to shape your own future and that of your clients.

Please note: The exact location will be decided later, and the successful candidate must be mobile within the Guelph Market.

What will you do?

  • Provide personalized financial planning advice using a wide range of investment solutions
  • Expand and manage client base
  • Collaborate with the RBC team to address client needs
  • Build external business connections through networking and marketing

What do you need to succeed?

Must-have qualifications:

  • Financial Planning Designation (PFP, CFP, or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Strong networking and client acquisition skills
  • Ability to foster partner relationships

What's in it for you?

At RBC, we are dedicated to personal growth, teamwork, and delivering reliable advice to empower our clients and communities. We emphasize individual development, community impact, and shared success.

  • Full-time RBC employee with competitive benefits
  • Join a dynamic, collaborative, and high-performing team
  • Access to top-tier financial services training
  • Flexible work arrangements for better work-life balance

RBCFP

Job Skills

Additional Job Details

Address:

74 WYNDHAM ST N:GUELPH

City:

GUELPH

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

Embracing diversity and inclusion, RBC fosters an innovative and equitable workplace, promoting growth and creativity. The organization is actively addressing biases and inequities to support its diverse talent and communities.
​​​​​​​
RBC is committed to providing an inclusive candidate experience for individuals with varying abilities. Accommodations during the recruitment process are available upon request.

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