Financial Planner, Investment Retirement Planning
2 weeks 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® 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
RBCFP
Job Skills
Additional Job Details
Address:
481 WINCHESTER MAIN ST:NORTH DUNDAS
City:
North Dundas
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Commission
Posted Date:
2025-11-27
Application Deadline:
2025-12-19
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.
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.
-
Stormont, Dundas and Glengarry United Counties, 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...
-
Investment Specialist, Financial Planning
2 weeks ago
North Vancouver, Canada BMO Financial Group Full time1460 Main Street North Vancouver British Columbia,V7J 1C8 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...
-
Financial Planner, Scotia Financial Planning
4 days ago
North Vancouver, Canada Scotiabank Full timeRequisition ID: 228225Join 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”...
-
Financial Planner
4 weeks ago
North Vancouver, Canada BMO Financial Full timeApplication Deadline : 11 / 12 / 2025 Address : 1505 Lonsdale Avenue Job Family Group : Retail Banking Sales & Service 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,...
-
Financial Planner
4 weeks ago
North Vancouver, Canada BMO Financial Full timeApplication Deadline : 11 / 12 / 2025 Address : 1505 Lonsdale Avenue Job Family Group : Retail Banking Sales & Service 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,...
-
Financial Planner, Scotia Financial Planning
4 weeks ago
North Vancouver, Canada Scotiabank Full timeRequisition ID: 228225Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
-
Financial Planner
4 weeks ago
North Vancouver, Canada Scotiabank Full timeA leading bank in Canada is seeking a Financial Planner in North Vancouver to establish client relationships and provide trusted financial advice. The role requires engaging with clients to assess their financial needs and develop tailored investment strategies. Candidates should have financial planning experience and relevant certifications. This position...
-
Financial Planning- Instructor
1 week ago
North York, Canada Toronto Engineering college Full timeJob Description: We are seeking a knowledgeable and experienced Financial Planning Instructor to join our team at a Toronto engineering college. As an instructor, you will be responsible for teaching courses related to financial planning within our program. Your expertise in financial planning concepts, investment strategies, and wealth management will...
-
Financial Planner
4 weeks ago
North Vancouver, Canada BMO Full timeJoin or sign in to find your next job Join to apply for the Financial Planner role at BMO 1 day ago Be among the first 25 applicants Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual...
-
Financial Planner, Branch Network
4 weeks ago
North Bay, Canada Scotiabank Full timeTitle: Financial Planner, Branch Network - New Liskeard Requisition ID: 237310 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the...
