Financial Planner, Investment and Retirement Planning

Position: Financial Planner, Investment and Retirement Planning- EN

Financial Planner, Investment and Retirement Planning- EN

Apply for the Financial Planner, Investment and Retirement Planning- EN role at RBC
.

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships 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.

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 (IPF) or in the process of completion
• 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

What are the advantages for you?

• 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
• Flexible work/life balance options

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address: 2665 RUE KING O:

SHERBROOKE
City:
Sherbrooke
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

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.

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