Financial Planner, Investment and Retirement Planning

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.

• 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

• 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

• 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

Adaptability, Business Development, Client Centricity, Curious Mindset

Address: 654 RIVER RD W:

WASAGA BEACH

City:
Wasaga Beach

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type:

Commission

Posted Date:

Final date to receive applications:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.