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Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>PERTH, Canada
Full-time

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 networ... Show more

Real Estate Sales Representative

Royal LePage Real EstatePerth, Ontario, Canada
CA$50,000.00 yearly
Full-time

Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and technology you need to accelerate your growth.With a culture ... Show more

Package Sorter

ManpowerPerth, ON, CA
Permanent

Our client, a leading logistics and distribution organization, is seeking a Package Sorter to join their team.As a Package Sorter, you will be part of the operations department supporting the shipp... Show more

 • Promoted

Financial Planner, Investment & Retirement Planning

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

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 networ... Show more

Work From Home Fast & Serious 100% Free - No experience

Clubshop | USPerth, Ontario
Remote
Full-time

Discover The System MyLeadBiz  That’s Helping Newbies Earn Daily.Turn free traffic into  $100+ per day  with this beginner-friendly biz opp strategy.No product or tech skills n... Show more

Customer Experience Associate - Perth, ON - 18.75 hours/week

ScotiabankPerth, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Customer Experience Associate, you are the face, character and heart of our branches.Scoti... Show more

Customer Experience Associate - Future Opportunities

TDPerth, Ontario
Full-time

Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing excellent custo... Show more

Housekeeper Wanted - Join Our Team: House Cleaning Wanted In Perth East, Ontario

Housekeeper.comPerth East, Ontario, Canada
Full-time

I am Jolanda, a homeowner located in Perth East, Ontario, and I am currently seeking a reliable housecleaner to assist with various tasks in my home.Your primary responsibilities will include clean... Show more

 • Promoted

Server

12 Alma StreetPerth, ON
CA$18.22 hourly
Part-time
Quick Apply

Aspira Carolina Retirement Living .This posting is for an existing vacancy.At Sienna you won’t just fill a position; you will build lasting relationships with residents who call Aspira their home.J... Show more

URGENT: Nanny Wanted - Join Our Loving Family In Drummond/North Elmsley, On: Nanny Needed At $20.00

CanadianNanny.caDrummond/North Elmsley, Ontario, Canada
CA$20.00 hourly
Part-time

We are a loving family located in Drummond/North Elmsley, Ontario, currently seeking a part-time nanny to care for our infant.We are looking for someone who is reliable, nurturing, and passionate a... Show more

 • Promoted
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>PERTH, Canada
1 day 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 2 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

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

44 GORE ST E:PERTH

City:

Perth

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-03-23

Application Deadline:

2026-08-31

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.