Talent.com
0000050007 Royal Bank of Canada
Financial Planner, Investment Retirement Planning0000050007 Royal Bank of Canada • NORTH DUNDAS, Ontario, Canada
Financial Planner, Investment Retirement Planning

Financial Planner, Investment Retirement Planning

0000050007 Royal Bank of Canada • NORTH DUNDAS, Ontario, Canada
25 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
RBCFPJob SkillsAdditional Job Details

Address:

481 WINCHESTER MAIN ST:NORTH DUNDAS

City:

North Dundas

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2025-11-27

Application Deadline:

2026-05-22Note: 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.
Create a job alert for this search

Financial Planner, Investment Retirement Planning • NORTH DUNDAS, Ontario, Canada

Similar jobs

TD Wealth Financial Planning Expert

TDGeorgetown, ON, CA
Full-time

Transform lives through financial planning as a Financial Planner at TD Wealth in Georgetown, Ontario.Leverage your skills to guide clients in achieving their financial ambitions with confidence.At... Show more

 • Promoted

Strategic Finance Leadership Opportunity

Affirmhamilton, on, Canada
Full-time

Seize a unique opportunity as Strategic Finance Manager at Affirm, leading innovative financial strategies within a remote work model.Shape the future of credit by refining revenue processes and dr... Show more

 • Promoted

Manager, Consulting - Asset & Investment Management - Canada

Cutter Associateshamilton, on, ca
Full-time +1

Manager, Consulting - Asset & Investment Management.We’re always excited to meet strong candidates and will reach out when a relevant opportunity becomes available.At Cutter Associates, we empower ... Show more

 • Promoted

Sr. Financial Advisor CIRO-ID (Urban)

Canadian Imperial Bank of CommerceHamilton, ON, CA
Full-time

Financial Advisor CIRO-ID (Urban)Applylocations: Hamilton, ONtime type: Full timeposted on: Posted 9 Days Agotime left to apply: End Date: June 17, 2026 (19 days left to apply)job requisiti... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Lifehamilton, on, Canada
Full-time

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their communities providing advice and impl... Show more

 • Promoted

Reliability Planner

Maple Leaf Foods Inc.Hamilton, ON, CA
Full-time

The Reliability Planner role will be responsible for the development and implementation of a Proactive Maintenance Program based on sound reliability-centered maintenance (RCM) strategy, as well as... Show more

 • Promoted

Director, Financial Planning, Analysis and Reporting

Goodwill, Ontario Great LakesHamilton, Ontario, Canada
Full-time

Director, Financial Planning, Analysis and Reporting Vacancy Status: New Vacant Position.Goodwill is hiring, join our growing organization today! We are looking for people just like YOU!.The Direct... Show more

 • Promoted

Senior Dealer Finance Representative

FirstOntario Credit UnionHamilton, Ontario, Canada
Full-time

Top-tier health and wellness benefits, including comprehensive benefits packages Enhanced mental health benefits through SunLife and TELUS Health Pension Plan Up to $1000 per year towards professio... Show more

 • Promoted

Financial Planner

TD BankGeorgetown, ON, CA
Full-time

IPostulerremote type: Sur placelocations: Georgetown, Ontariotime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 14 juin 2026 (Il reste 23 jours pour post... Show more

 • Promoted

Senior Analyst in Wealth Planning

MNPHamilton, Ontario, Canada
Full-time

Elevate your career with MNP as a Senior Analyst in Family Office Services.This role focuses on financial planning for high-net-worth clients while collaborating across professional service lines.J... Show more

 • Promoted

Manager - Financial Reporting

Vaco by HighspringHalton Hills, ON, CA
CA$55.00 hourly
Temporary

Manager - Financial Reporting – 3 Month Contract.Lead month-end and year-end accounting and reporting activities, ensuring deadlines are met.Prepare and review financial reporting packages for the ... Show more

 • Promoted

Financial Life Planning Advisor - RFL Wealth Management

RFL Wealth Managementhamilton, on, ca
Full-time

Client Relationship & Growth Advisor.At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-ter... Show more

 • Promoted

Reliability Planner

Maple Leaf FoodsHamilton, Ontario, Canada
Full-time

The Opportunity The Reliability Planner role will be responsible for the development and implementation of a Proactive Maintenance Program based on sound reliability centered maintenance (RCM) stra... Show more

 • Promoted

URGENT: Housekeeper Wanted - Join Our Team As A Housekeeper In Caledonia, Ontario – Earn $20.00 Per

Housekeeper.comCaledonia, Ontario, Canada
CA$20.00 hourly
Full-time

I am looking for a dedicated housekeeper to help maintain the cleanliness of my home in Caledonia, Ontario.The ideal candidate will be responsible for cleaning various areas of the house, including... Show more

 • Promoted

Financial Analyst

Kenco-Groupmilton, halton region, Canada
Full-time

At Kenco Logistics, you’re more than just a team member—you’re part of a company that values innovation, integrity, and a strong commitment to its people.As one of the leading 3PL providers in the ... Show more

 • Promoted

Investment Advisor

RBC Dominion SecuritiesHamilton, ON, CA
Full-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

 • Promoted

Healthcare Planner - Senior - $105,000 - $130,000 A Year

Parkin ArchitectsHalton Hills, Canada
Full-time

The Senior Healthcare Space Planner will develop and implement space planning strategies for healthcare facilities. Show more

 • Promoted

Financial Planning Paraplanner — Data, Analysis & Prep

Kestra Financial Independent AdvisorHamilton, ON, CA
Full-time

A financial services firm in Hamilton, Ontario is seeking a Paraplanner to support Lead Advisors by providing technical assistance and client service.The Paraplanner will manage data in financial p... Show more

 • Promoted

Financial Analyst - Benefits Insights

Lawrie Insurance GroupHamilton, ON, CA
Full-time

Financial Analyst to support the Employee Benefits department.This role involves analyzing client data for strategic decision-making regarding benefits and collaborating with Benefit Advisors.As a ... Show more

 • Promoted

Financial Advisor/Planner Role at DFSIN

Desjardins Financial Security Independent Network - Southwestern OntarioHamilton, Ontario, Canada
Full-time

Join Desjardins Financial Security Independent Network as a Financial Advisor/Planner in South Western Ontario.Enjoy a flexible career while building your own lucrative practice with substantial su... Show more