Financial Planner, Investment

4 weeks ago

Kitchener, Canada RBC Full time

RBC Investment and Retirement Planner As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Lions Head, Tobermory and Wiarton markets in Ontario. 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 unrivalled 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 continuously meet their needs. Develop external business referral sources through networking, marketing, and your centres of influence. What do you need to succeed? Financial Planning Designation (PFP®, CFP® or QAFP®). Mutual Funds Licence (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. Must be mobile within the Lions Head, Tobermory and Wiarton markets. What’s in it for you? 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 Details Address: 10 WEBSTER ST, NORTHERN BRUCE PENINSULA City: Northern Bruce Peninsula Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025‑09‑25 Application Deadline: 2025‑11‑20 (Applications accepted until 11:59 PM on the day prior to the deadline) Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. We strive to deliver a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr

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