Financial Planner, Investment and Retirement Planning

2 weeks ago


Markham, Canada Royal Bank of Canada> Full time
Job Summary

As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.

With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

What will you do?
  1. 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
  2. Acquire and consolidate existing and new-to-RBC clients and assets
  3. Connect clients with the right RBC team members to help continuously meet their needs
  4. Develop external business referral sources through networking, marketing, and your centers 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
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. Full-time RBC employee status with unlimited earning potential and full benefits. Work with a dynamic, collaborative, progressive, and high-performing team. A world-class training program in financial services. Flexible work/life balance options.


Job Skills: Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details:

  • Address: 7481 WOODBINE AVE:MARKHAM
  • City: MARKHAM
  • Country: Canada
  • Work hours/week: 37.5
  • Employment Type: Full time
  • Platform: Personal and Commercial Banking
  • Job Type: Regular
  • Pay Type: Commission
  • Posted Date: 2024-04-09
  • Application Deadline: 2024-05-10

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. 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 jobs.rbc.com.

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