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Last updated: 10 days ago

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>PETERBOROUGH, Canada
Full-time

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 su...Show more

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of CanadaPETERBOROUGH, Ontario, Canada
Full-time

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 su...Show more

Peterborough Driver

TWO MEN AND A TRUCKPeterborough, ON, CA
Full-time

Driver / Mover – Full G License \ Labor.Launch your career with TWO MEN AND A TRUCK® Peterborough Ont as a driver (Full G) and discover the opportunities we have to offer.At TWO MEN AND A TRUCK® Pe...Show more

Armed Guard

Brink´sPeterborough ON
Part-time

We deliver the highest level of customer service to all of our customers from coast-to-coast which means we’re looking for more people who are looking to drive a career that allows them to grow and...Show more

Supervisor - Security

AFIMAC CanadaPeterborough, Ontario, CA
Full-time

AFIMAC Canada is seeking experienced Supervisors for upcoming assignments related to labour disruptions, organized protests and man made crisis/disasters.This position will require you to work 12 h...Show more

Retail Sales Associate - Lansdowne Place

600 Old Navy Canada Inc.5810 ON Lansdowne Place
Part-time

As a Brand Associate, you’re an integral part of our team and bring our brand to life for our customers.You’re responsible for engaging and connecting with our customers by providing excellent cust...Show more

Family Support Professional - Independent Contractor

Bridgeway Family HomesPeterborough, Ontario, Canada
Part-time +1
Quick Apply

Bridgeway Family Homes is an exceptional and caring community providing specialized family-based, child-focused foster care.Our Independent Professionals deliver personalized support based on a hol...Show more

Remote Inside Sales (140k+ per year)

RogersPeterborough, Ontario
Remote
Full-time

Experience & Qualifications:.A minimum of 2 years of verifiable sales experience is required.Please note that general retail roles (e.Formal training in a recognized sales methodology (e.MEDDICC, S...Show more

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Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>PETERBOROUGH, Canada
11 days ago
Job type
  • Full-time
Job description

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 Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

861 LANSDOWNE ST W:PETERBOROUGH

City:

Peterborough

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:

2026-05-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At 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.

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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.