Financial Planner Investment and Retirement Planning

4 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
Job Summary
Job Description

What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • 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

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 of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success

Job Skills Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

  • Address: ROYAL BANK PLAZA, 200 BAY ST:TORONTO
  • City: TORONTO
  • 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 At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

  • Financial Planner, Investment and Retirement Planning

    1 month ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

  • Financial Planner, Investment and Retirement Planning

    2 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

  • Pfp Certified Financial Planner

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Join a dedicated team committed to achieving success in a friendly and productive environment. As a Financial Planner, you will focus on building strong client relationships by delivering top-notch advice and service to the mass affluent market. You understand the importance of your clients and strive to offer investment and financial planning guidance to...

  • Financial Planner, Investment Specialist

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 199109Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...

  • Financial Planner, Investment Specialist

    2 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 199109Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a...

  • Director of Research, Investment Advice and Planning

    1 month ago

    Toronto, Ontario, Canada Morningstar Credit Ratings, LLC Full time

    Director of Research, Investment Advice and Planning (Toronto) page is loaded Director of Research, Investment Advice and Planning (Toronto) Apply locations Toronto time type Full time posted on Posted 30+ Days Ago job requisition id REQ About the role: As the Director of Research for Lifetime Financial Advice, you will help lead our research around...

  • Financial Planner

    2 days ago

    Toronto, Ontario, Ontario, Canada Options Consulting Solutions Full time

    About the jobFinancial PlannersFinancial Services IndustryToronto, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting...

  • Total Wealth Planning Associate

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Purpose of Job:The primary goal of the Total Wealth Planning Associate is to support Scotia Wealth Management advisors and Specialists. The Associate will collaborate closely with other members of the Team of Specialists during plan preparation.Accountabilities:Proactively supporting the planning needs of Wealth Advisors and Relationship Managers...

  • Investment Counselor

    2 months ago

    Toronto, Ontario, Ontario, Canada BlueSky Investment Counsel Full time

    Company DescriptionBlueSky Investment Counsel Inc. is an independent, discretionary portfolio management firm based in Toronto, ON. Our firm caters to the needs of individual households, not-for-profit institutions, and companies. We provide personalized investment solutions and strive to deliver exceptional service to our clients.Role DescriptionThis is a...

  • Financial Planning Analyst

    4 weeks ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...

  • Associate, Investment Consulting

    3 weeks ago

    Toronto, Ontario, Canada Gallagher Full time

    Job Description Embark on a journey of meaningful impact with Buck Canada, where a century of experience meets a world of possibilities. As we redefine the landscape of HR, pensions, and employee benefits consulting, you'll be at the forefront of transformative solutions. Join us, and together, we'll create a future where businesses and individuals thrive,...

  • Associate, Investment Consulting

    3 weeks ago

    Toronto, Ontario, Canada Gallagher Full time

    Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create...

  • DC Retirement Senior Associate

    3 weeks ago

    Toronto, Ontario, Canada BFL Canada Full time

    We offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...

  • DC Retirement Senior Associate

    2 days ago

    Toronto, Ontario, Canada BFL Canada Full time

    We offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...

  • Analyst, Global Retirement

    2 weeks ago

    Toronto, Ontario, Canada Four Seasons Hotels and Resorts Full time

    About Four Seasons:Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our team members around the world create amazing experiences for our guests, residents, and partners through a commitment to luxury with genuine...

  • Analyst, Global Retirement

    2 days ago

    Toronto, Ontario, Canada Four Seasons Hotels and Resorts Full time

    About Four Seasons:Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our team members around the world create amazing experiences for our guests, residents, and partners through a commitment to luxury with genuine...

  • Investment Advisor

    2 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job PostingJob SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what...

  • Planner

    2 weeks ago

    Toronto, Ontario, Canada Aecon Full time

    Come Build Your Career at AeconAs a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build,...

  • Planner

    2 days ago

    Toronto, Ontario, Canada Aecon Full time

    Come Build Your Career at AeconAs a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build,...

  • Investment Advisor

    1 month ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find...