Talent.com
Royal Bank of Canada>
Financial Planner, Investment and Retirement PlanningRoyal Bank of Canada> • PEMBROKE, Canada
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada> • PEMBROKE, 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 (QAFP, 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:

48 PEMBROKE ST W:PEMBROKE

City:

Pembroke

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-08-24

Application Deadline:

2026-09-11

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.

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 and Retirement Planning • PEMBROKE, Canada

Similar jobs

Dynamic Senior Manager Position

Baker TillyPembroke, ON, CA
Full-time

Shape the future of Baker Tilly as a Senior Manager in Pembroke, ON.Your leadership will be crucial in delivering value and fostering team excellence from day one.In this vital role, you will utili... Show more

 • Promoted

Canada Residents - AI Trainers - Laurentian Valley, Canada

ProlificLaurentian Valley, ON, CA
Full-time

Prolific is not just another player in the AI space – we are building the biggest pool of quality human data in the world.Prolific is not just another player in the AI space – we are building the b... Show more

 • Promoted

Wellness-Driven Dietary Aide for Resident Meals

Mimak Care CorporationEastern Ontario, Pembroke, CA
Full-time

A healthcare organization in Pembroke is seeking a Food Service Worker to assist with meal preparation and serving.Responsibilities include following health guidelines, participating in food presen... Show more

 • Promoted

Statistics Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Arithmetic Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Arithmetic Private Tutoring Jobs Pembroke

SuperprofPembroke, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Senior Manager Primary Care

ConnectWell Community HealthBeachburg, ON, CA
Full-time

ConnectWell Community Health is seeking a Senior Manager, Primary Care to provide leadership across our Community Health Centre sites in Renfrew County.Reporting to the Director of Community Health... Show more

 • Promoted

Small Business Account Manager - Grow Relationships

TD BankEastern Ontario, Pembroke, CA
Full-time

Une grande institution bancaire est à la recherche d'un Responsable de Compte pour les Petites Entreprises à Pembroke, Ontario.Dans ce rôle, vous offrirez une expérience client exceptionnelle, étab... Show more

 • Promoted

Senior Manager, Primary Care & Interprofessional Leadership

ConnectWell Community HealthBeachburg, ON, CA
Full-time

A community health organization in Ontario is seeking a Senior Manager, Primary Care to lead interprofessional teams and advance quality healthcare delivery across multiple sites.The ideal candidat... Show more

 • Promoted

Accounting Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Canada Study Participants Needed

ProlificLaurentian Valley, ON, CA
Full-time

Take part in research as a Study Participant with Prolific, providing your insights from anywhere in Canada.This role spans all professional backgrounds for enriching research projects with flexibl... Show more

 • Promoted

IELTS Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Reading Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

English Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Project Planner Galway

Alpine Recruitment GroupConnaught, Canada
Full-time

OverviewOur client, an established construction company who undertake building & infrastructure projects nationally, is looking to recruit a Project Planner to be based in Galway.Sample portfol... Show more

 • Promoted

Biology Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Information Technology Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Strategic Director, Corporate Services

Renfrew County and District Health UnitEastern Ontario, Pembroke, CA
Full-time

A public health organization in Pembroke seeks a Director of Corporate Services to join their leadership team.This key role involves overseeing human resources, finance, procurement, and IT, while ... Show more

 • Promoted

English vocabulary Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Finance Private Tutoring Jobs Eganville

SuperprofEganville, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more