Financial Planner, Investment and Retirement Planning

Job Description

We are seeking candidates for current and future Investment and Retirement Planner positions across the Durham Region. Candidates must have a minimum of 2–3 years of licensed mutual fund sales experience and hold a Financial Planning designation (CFP or PFP) or be close to completion. Qualified applicants will be contacted for a more detailed review of their resume.

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 to you. 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.

• 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

• 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

• 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

Adaptability, Business Development, Client Centricity, Curious Mindset

Innovative mobile technology to ensure your success.