Investment and Retirement Planner
3 weeks ago
Investment and Retirement Planner Role: Investment and Retirement Planner at RBC. 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 (QAFP, 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. Nice‑to‑have Proficiency in Mandarin is an asset. 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: 2514 BAYVIEW AVE, 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: Application Deadline: 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. #J-18808-Ljbffr
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Investment and Retirement Planner
2 weeks ago
Toronto, Canada RBC Full timeInvestment and Retirement Planner Role: Investment and Retirement Planner at RBC. 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...
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Financial Planner
7 days ago
Toronto, Canada Scotiabank Full timeA leading financial institution in Toronto seeks a Financial Planner known internally as Financial Advisor, Investment and Retirement Planning. You will be responsible for enhancing client relationships and achieving sales goals through effective portfolio management. Ideal candidates should have experience in financial planning, investment sales knowledge,...
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Financial Planner
1 week ago
Toronto, Canada Scotiabank Full timeA leading financial institution in Toronto seeks a Financial Planner known internally as Financial Advisor, Investment and Retirement Planning. You will be responsible for enhancing client relationships and achieving sales goals through effective portfolio management. Ideal candidates should have experience in financial planning, investment sales knowledge,...
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Investment and Retirement Planner
1 week 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,...
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Investment Retirement Planner
1 week 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,...
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Investment and Retirement Planner
4 weeks ago
TORONTO, Canada Royal Bank of Canada Full timeJob 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...
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Investment Retirement Planner
2 weeks ago
Toronto, Ontario, Canada RBC Full timeJob Description*Please note this role is for future opportunities to Toronto North area and not specific to the location listed*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...
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Investment and Retirement Planner
3 days ago
Toronto, Ontario, 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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Investment and Retirement Planner
3 days ago
Toronto, Ontario, 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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Investment and Retirement Planner
3 days 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...
