Investment and Retirement Strategist

4 weeks ago


Toronto, Ontario, Canada RBC - Royal Bank Full time

Job Summary

Job Opportunity

What's the role?

As an RBC Investment and Retirement Planner, you'll build relationships with and create tailored investment solutions for prospective and existing RBC clients. You'll work closely with internal partners who refer clients to you, leveraging your creativity and motivation to deliver world-class advice and solutions that help clients achieve their long-term goals.

Key Responsibilities

Develop and implement custom financial planning advice and solutions using RBC's comprehensive investment and portfolio solutions

Acquire and consolidate existing and new RBC clients and assets

Connect clients with the right RBC team members to meet their ongoing needs

Establish and nurture external business referral sources through networking, marketing, and partnerships

Requirements

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 build strong partner relationships

What's in it for you?

We foster a culture of innovation, collaboration, and mutual growth. You'll enjoy a dynamic work environment, a world-class training program, and opportunities for professional development and advancement.

  • Full-time RBC employee status with unlimited earning potential and comprehensive benefits
  • Collaborative and progressive team environment
  • World-class training and development opportunities
  • Flexible work-life balance options

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

At RBC, we value diversity and inclusion

We strive to create an inclusive workplace where employees can bring their authentic selves to work. We're committed to building a culture of mutual respect, empathy, and understanding.



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