Investment & Retirement Planner

2 weeks ago


Halifax, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Investment & Retirement Planner

**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

**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 Summary**

**Address**:
HALIFAX, Nova Scotia, Canada

**City**:
CAN-NS-HALIFAX

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Commission

**Posted Date**:
2023-05-31

**Application Deadline**:
2023-06-08

**I**nclusion** 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.

**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.



  • Halifax, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...

  • Supply Planner

    4 weeks ago


    Halifax, Canada Eastlink Full time

    Eastlink is a family owned, entrepreneurial and innovative company headquartered in Halifax, Nova Scotia. We take great pride in being a leader in delivering creative competitive, customer focused telecommunications solutions, and connecting our customers to the things and people that matter most. Serving a customer base across seven provinces, our advanced...

  • Regional Manager

    4 weeks ago


    Halifax, Canada CFMWS Full time

    **WHO WE ARE** The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work...


  • Halifax, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Halifax, Canada TD Bank Full time

    403636BR Retail Banking - Financial Services Halifax, NS March 21, 2023 Company Overview Department Overview Are you looking to jump start your career, take your skills to the next level, and start an exciting new journey? **Job Description**: **Requirements**: **Wealth Client Service Associate** - Client Service Experience - Solid understanding of...


  • Halifax, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** Are you looking to jump start your career, take your skills to the next level, and start an exciting new journey? **Job Requirements** **Wealth Client Service Associate** - Client Service Experience - Solid understanding of Financial...


  • Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace. As an RBC Financial...

  • Account Manager

    4 weeks ago


    Halifax, Canada Makrham Centre Financial Full time

    **Markham Centre Financial** is a customer-oriented Financial Services Company. Through providing Professional Financial Planning and Asset Management advice to our clients, we work with our clients to develop a portfolio that can help them grow their assets in a safe and stable environment, in hope to one day guide our clients in achieving their financial...

  • Financial Advisor

    6 days ago


    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    4 weeks ago


    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences. **What is the opportunity?** As an RBC Financial Advisor, you...


  • Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    4 days ago


    Halifax, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Landscape Specialist

    4 weeks ago


    Halifax, NS, Canada Architecture49 Inc. Full time

    Architecture49 is seeking a Landscape Architect to join our Halifax office. Our offices, situated from coast to coast across Canada, serve distinct regions each with a local focus and sector specialties. We value work-life balance and support continuous learning to help our employees develop their skills and expertise as they build and evolve their...

  • Financial Intern

    4 weeks ago


    Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract,...

  • Financial Advisor

    5 days ago


    Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract,...


  • Halifax, Canada CIBC - Indigenous Recruitment Full time

    **_The following job posting and assessment questions were crafted by Kiinago Biinoogi Muskiiki (‘Our Children’s Medicine’ in English) in consultation with Indigenous Elders, Knowledge Keepers and other members of the community. Applications housed on this platform provide a unique opportunity for First Nations, Métis and Inuit job seekers to have the...


  • Halifax, NS, Canada LifeWorks Full time

    Partner, Actuarial Consulting page is loaded Partner, Actuarial Consulting Apply locations Halifax, Nova Scotia, Canada time type Full time posted on Posted 2 Days Ago job requisition id R-15087 TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of...


  • Halifax, Canada Dillon Consulting Full time

    Responsibilities What your day will look like Project Management & Design  Preliminary design, detailed design and expertise in the assessment of treatment processes for water and wastewater treatment systems, water supply and wastewater collection infrastructure. Supporting project managers with the coordination of design team activities,...

  • Financial Advisor

    6 days ago


    HALIFAX, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial...


  • Halifax, Canada Dillon Consulting Full time

    Responsibilities What your day will look like Project Management & Design Preliminary design, detailed design and expertise in the assessment of treatment processes for water and wastewater treatment systems, water supply and wastewater collection infrastructure. Provide senior technical advice, oversight, and review to water and wastewater...