Investment and Retirement Planner

3 months ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As an RBC Investment and Retirement Planner, you develop relationships with and 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 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?**
- 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 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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- 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

**Please note this position is for all of Toronto North and not specific to location in requisition**

**Job Skills**

Adaptability, Business Development, Client Centricity, Curiosity

**Additional Job Details**

**Address**:
3224 YONGE ST:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Commission

**Posted Date**:
2024-06-07

**Application Deadline**:
2024-10-16

**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.

  • Investment & Retirement Planner

    2 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Investment and Retirement Planner, you develop relationships with and 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,...

  • Investment Retirement Planner

    1 month ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Investment and Retirement Planner, you develop relationships with and 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,...

  • Investment and Retirement Planner

    2 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **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 & Retirement Planning Associate

    3 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by...

  • Investment & Retirement Consultant

    5 days ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If you are a highly effective listener and communicator, have a...

  • Bilingual Investment

    7 months ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: In this dynamic and influential role, you will serve our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. You will offer guidance on retirement plans and related financial products as you consult with each member to learn more about their...

  • Investment & Retirement Consultant

    7 months ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for a **Investment & Retirement Consultant.** Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life. If...

  • Investment & Retirement Specialist

    7 months ago

    Toronto, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for an ** Investment & Retirement Specialist** to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. **What you will do** - Proactively engage with clients who are considering withdrawing their assets, understanding their...

  • Strategic Retirement and Benefits Director

    3 weeks ago

    Old Toronto, Canada Canada Pension Plan Investment Board Full time

    Job SummaryWe are seeking a Strategic Retirement and Benefits Director to lead our retirement and benefits programs, promoting employee well-being and aligning with our global strategies.About the RoleThis is a senior leadership position responsible for developing, implementing, and managing retirement and benefits programs. The ideal candidate will have a...

  • Wealth and Retirement Advisor

    2 months ago

    Toronto, Canada Manulife Full time

    Manulife Investment Management (MIM) Advisor Group delivers financial and investment solutions and advice, including financial planning and insurance, to clients across the wealth spectrum. The Wealth and Retirement Advisor is senior member of a team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Advisor will be an...

  • Investment Strategy, Retirement Solutions

    3 months ago

    Toronto, Canada BlackRock Investments Full time

    **Investment Strategy, Retirement Solutions - Vice President - Toronto**: **Location**: **Toronto, Ontario** Category: **Investment Product Strategy** Job Requisition #**:R245762** Date posted**:Sep. 27, 2024

  • Financial Advisor, Group Savings and Retirement

    5 days ago

    Toronto, Canada iA Groupe financier iA Financial Group Full time

    Sector : Sales, Group Savings and Retirement Location : Anywhere in Canada. Mode : Work from home Are you known for your service mentality, human approach, proactivity and ability to build trusting relationships? Do you enjoy teamwork and have good communication and listening skills? The position of Financial Advisor, Group Savings and Retirement at iA...

  • Strategic Retirement and Benefits Director

    1 month ago

    Old Toronto, Canada Canada Pension Plan Investment Board Full time

    Company OverviewCPP Investments is a global investment organization that manages the funds of the Canada Pension Plan (CPP). With assets valued over $500 billion, we are one of the most respected and fastest-growing institutional investors in the world.We have a dynamic and inclusive work environment that offers stimulating opportunities for our employees....

  • Investment Analyst

    7 months ago

    Toronto, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Investment Specialist

    7 months ago

    Toronto, Canada BMO Financial Group Full time

    2301 Brimley Road Toronto Ontario,M1S 5B8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly...

  • Investment Specialist

    7 months ago

    Toronto, Canada BMO Financial Group Full time

    437 Spadina Road Toronto Ontario,M5P 2W3 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly...

  • Investment Specialist

    7 months ago

    Toronto, Canada BMO Financial Group Full time

    155 Rexdale Boulevard Toronto Ontario,M9W 5Z8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

  • Centralized Planner

    6 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD General **Pay Details**: **Department Overview**: **Part of the TD Bank Group, the Wealth Planning Support Team (WPS) consists of financial industry professionals that includes accountants and financial planners. The team's mission is to support the wealth planning...

  • Wealth and Retirement Advisor

    2 days ago

    Toronto, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...

  • Investment Funds Specialist

    1 month ago

    Toronto, Canada BMO Financial Group Full time

    2739 Eglinton Avenue East Toronto Ontario,M1K 2S2 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role - helping...