Financial Planner Investment and Retirement Planning
9 hours ago
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®, QAFP™ 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, Curious Mindset Additional Job Details Address: 4110 4 AVE:WHITEHORSE City: Whitehorse Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2026-01-23 Application Deadline: 2026-02-13 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr
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Whitehorse, Canada Royal Bank of Canada> Full timeJob DescriptionWhat 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...
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Whitehorse, Yukon, Canada RBC Full timeJob DescriptionWhat 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...
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Whitehorse, Canada RBC Full timeA leading Canadian bank is seeking an Investment and Retirement Planner in Whitehorse to create custom investment solutions for clients. This role involves providing financial advice, building client relationships, and utilizing innovative technology. Candidates should have a financial planning designation and strong networking skills. The position offers a...
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Financial Planner, Scotia Financial Planning
3 days ago
Whitehorse, Yukon, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Whitehorse, Canada Scotiabank Full timeRequisition ID: # Join a purpose-driven, high-performing team committed to results and inclusivity. We have rebranded our role to Financial Planners within the Scotia Financial Planning team, part of our Global Asset Management Division (formerly known as "Investment Specialist" under the Mobile Advice Team). As a Financial Planner, you will focus on...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Whitehorse, Canada Scotiabank Full timeRequisition ID: # Join a purpose-driven, high-performing team committed to results and inclusivity. We have rebranded our role to Financial Planners within the Scotia Financial Planning team, part of our Global Asset Management Division (formerly known as "Investment Specialist" under the Mobile Advice Team). As a Financial Planner, you will focus on...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Whitehorse, Canada Accelerate Her Future® Full timeDescriptionJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning” postings."What is the role of a...
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Financial Planner, Scotia Financial Planning
1 week ago
(s): Canada : Yukon : Whitehorse Scotiabank Global Site Full timeRequisition ID: 229665Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...
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Financial Planner, Scotia Financial Planning
2 days ago
Whitehorse, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Business Development: Executing on business development plans for mass affluent prospects and existing clients. Identifying additional business development opportunities and facilitating the...
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Financial Planner — Flexible Hours, Mobile Role
2 weeks ago
Whitehorse, Canada Accelerate Her Future® Full timeA leading financial services firm in Canada is seeking a Financial Planner to build and deepen client relationships while providing tailored financial advice. The role emphasizes proactive outreach, community involvement, and driving investment sales. Successful candidates will have at least three years of experience in financial planning, hold relevant...
