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Investment and Retirement Planner - Ajax (Toronto East)
Investment and Retirement Planner - Ajax (Toronto East)RBC • Ajax, ON, CA
No longer accepting applications
Investment and Retirement Planner - Ajax (Toronto East)

Investment and Retirement Planner - Ajax (Toronto East)

RBC • Ajax, ON, CA
12 days ago
Job type
  • Full-time
Job description

Job Description

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.

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 centers of influence

What do you need to succeed?

Must‑have

  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • 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.

  • 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
  • Curious Mindset
  • Additional Job Details

    Address : 2 HARWOOD AVE S : AJAX

    City : Ajax

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : PERSONAL & COMMERCIAL BANKING

    Job Type : Regular

    Pay Type : Commission

    Posted Date : 2025-10-17

    Application Deadline : 2026-01-10

    Note : 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.

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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.

    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 at RBC. Qualified applicants may be contacted to review their resume in more detail.

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    Investment And Retirement Planner • Ajax, ON, CA

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