Financial Planner, Investment
2 weeks ago
OverviewAs an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. You are 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?Please be advised specific location is to be determined and successful incumbent must be mobile within the London MarketProvide tailor-made financial planning advice and solutions using our array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP or CFP or QAFP)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital savviness, ability to effectively utilize mobile applicationsWhat’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 optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successRBCFPJob SkillsAdditional Job DetailsAddress: 96 Fanshawe Park Rd E, LondonCity: LondonCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Personal & Commercial BankingJob Type: RegularPay Type: CommissionPosted Date: 2025-08-27Application Deadline: 2025-10-22Inclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our growth. We strive to maintain a workplace where employees feel supported to perform at their best, collaborate effectively, drive innovation, and grow professionally. RBC fosters respect, belonging, and opportunity for all.Join our Talent CommunityStay informed about career opportunities at RBC. Sign up to get customized info on latest jobs, career tips, and recruitment events that matter to you. Find out how we use our passion and drive to enhance the well-being of clients and communities at RBC. #J-18808-Ljbffr
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Financial Planner, Investment
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London, Canada RBC Full timeJoin to apply for the Financial Planner, Investment & Retirement Planning role at RBC1 day ago Be among the first 25 applicantsJoin to apply for the Financial Planner, Investment & Retirement Planning role at RBCGet AI-powered advice on this job and more exclusive features.Job DescriptionAs an RBC Investment and Retirement Planner, you create custom...
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Financial Planner, Investment
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London, Canada RBC Full timeJoin to apply for the Financial Planner, Investment & Retirement Planning role at RBC1 day ago Be among the first 25 applicantsJoin to apply for the Financial Planner, Investment & Retirement Planning role at RBCGet AI-powered advice on this job and more exclusive features.Job DescriptionAs an RBC Investment and Retirement Planner, you create custom...
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London, Ontario, Canada RBC Full time $60,000 - $120,000 per yearJob DescriptionAs an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. 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...
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