Talent.com
0000050007 Royal Bank of Canada
Financial Planner, Investment and Retirement Planning0000050007 Royal Bank of Canada • Toronto, Ontario
Les candidatures ne sont plus acceptées
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of Canada • Toronto, Ontario
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Job 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 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 (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
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 SkillsAdaptability, Business Development, Client Centricity, Curious MindsetAdditional Job Details

Address:

66 KING ST W:COBOURG

City:

Cobourg

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-04-16

Application Deadline:

2026-08-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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.
Créer une alerte emploi pour cette recherche

Financial Planner, Investment and Retirement Planning • Toronto, Ontario

Offres similaires

Financial Planning Leader at Equinix xScale

EquinixToronto, ON, CA
Temps plein

Drive financial excellence at Equinix as the Senior Director FP&A for the xScale division.Lead strategic financial management while cultivating a high-performance finance team in a global context.Y... Voir plus

 • Offre sponsorisée

Director, Financial Planning and Analysis

KlickToronto, ON, CA
Temps plein

Director, Financial Planning and Analysis.The Klick Group—comprising Klick Health (including Klick Katalyst and btwelve), Klick Media Group, Klick Applied Sciences (including Klick Labs), Klick Con... Voir plus

 • Offre sponsorisée

Senior Planner at Stantec: Environmental Focus

Stantec Consulting International Ltd.Markham, ON, CA
Temps plein

Explore a rewarding position as a Senior Planner at Stantec, specializing in environmental services across Ontario.This role involves overseeing environmental assessments and managing stakeholder e... Voir plus

 • Offre sponsorisée

Midea Canada Senior Financial Planning Specialist

Midea CanadaMarkham, York Region, CA
Temps plein

Shape Midea Canada’s financial strategy as a Senior Financial Planning Analyst, focusing on business optimization and analytical excellence to drive growth and impact.This senior-level position ser... Voir plus

 • Offre sponsorisée

Remote Investment Advisor for AI-Driven Wealth Planning

MercorToronto, ON, CA
Télétravail
Temps partiel

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Voir plus

 • Offre sponsorisée

Financial Planner, Private Wealth

Collins Recruitment GroupToronto, Ontario, Canada
Temps plein

Founder & Talent Acquisition Partner, Collins Recruitment Group | Expertise - Banking & Financial Services | Connecting Top Talent with Leading Banks….Our client, a premier Canadian Investment Mana... Voir plus

 • Offre sponsorisée

Senior Facilities Planner (Term)

University of TorontoGreater Toronto Area, ON, CA
Temps plein +1

Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert:.UTM: Facilities, Management & Planning.University of Toronto Mississauga (UTM).U of T Mississauga—the secon... Voir plus

 • Offre sponsorisée

Financial Planner, Investment & Retirement Planning

RBCMarkham, ON, CA
Temps plein

Please note this posting is for future opportunities in Markham area, and not specific to the location(s) listed*.Please note this posting is for future opportunities in Markham area, and not speci... Voir plus

 • Offre sponsorisée

GreenShield Financial Planner and Analyzer

GreenShieldToronto, ON, CA
Temps plein

Transform finances into strategy with GreenShield as a Financial Planner and Controller.This role focuses on budget management, cost analysis, and strategic financial guidance for digital technolog... Voir plus

 • Offre sponsorisée

Investment Analyst — Hybrid Work & Pension Focus - C$60,000 - C$75,000 A Year

TELUS HealthToronto County, Canada
Temps plein

Seeking an Investment Analyst in Toronto to perform research, prepare reports, and analyze portfolio characteristics for institutional funds.Requires a finance degree and strong analytical skills. Voir plus

 • Offre sponsorisée

Investment Analyst — Hybrid Work & Pension Focus - C$60,000 - C$75,000 A Year

Health And Well-Being ProviderEast York, Canada
Temps plein

Seeking an Investment Analyst in Toronto to support investment management for institutional funds, involving research, reporting, and portfolio analysis.Requires a finance degree and strong analyti... Voir plus

 • Offre sponsorisée

Financial Planning Analyst

ZenaTech Inc.Toronto, ON, CA
Temps plein +1

ZenaTech (Nasdaq: ZENA | FSE: 49Q) is a technology company specializing in AI drones, Drone-as-a-Service (DaaS), enterprise SaaS, and quantum computing solutions for mission-critical business appli... Voir plus

 • Offre sponsorisée

Investment Strategies Advisor at TD Wealth

The Toronto-Dominion Bank (Canada)Markham, ON, CA
Temps plein

Join TD Wealth in Markham, Ontario, as a Developing Investment Advisor and enhance your financial advisory skills.This role focuses on building a portfolio for high-net-worth clients with robust tr... Voir plus

 • Offre sponsorisée

Strategic FP&A Lead: Growth & Insights

MideaMarkham, York Region, CA
Temps plein

A global leader in home appliances seeks an FP&A Senior Specialist in Markham, Canada.This role focuses on financial planning, business analysis, and cross-functional collaboration to enhance perfo... Voir plus

 • Offre sponsorisée

Financial Planner, Scotia Financial Planning - Scarborough

ScotiabankToronto, ON, CA
Temps plein

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina... Voir plus

 • Offre sponsorisée

Sym-Tech Finance Leadership Position

Sym-Tech Dealer ServicesRichmond Hill, York Region, CA
Temps plein

Lead the finance department at Sym-Tech as the Director of Finance, focusing on accounting operations, reporting accuracy, and team coaching.This key position is located in Thornhill, ON.As the Fin... Voir plus

 • Offre sponsorisée

Finance Technology Platforms Specialist

Aviva Canadamarkham, on, Canada
Temps plein

Individually we are people, but together we are Aviva.Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.We’re proud of a culture buil... Voir plus

 • Offre sponsorisée

Manager - Financial Planning & Analysis

Embrace Software IncToronto, ON, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Voir plus

 • Offre sponsorisée

Financial Planning Sales Professional - Remote

PFSL Investments Canada LtdMarkham, ON, CA
Télétravail
Temps plein

Enhance financial literacy as a Financial Planning Sales Professional with PFSL Investments.Work remotely to guide clients in navigating investment options and achieving their financial goals.In th... Voir plus

 • Offre sponsorisée

Space Startup IR & Capital Formation Lead

PheedLoop Inc.Markham, York Region, CA
Temps plein

A Canadian aerospace startup is seeking an Investor Relations & Capital Formation Manager to lead fundraising efforts for its orbital launch vehicle.The ideal candidate will have a Bachelor's degre... Voir plus