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

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada> • OSHAWA, Canada
1 day 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:

236 RITSON RD N:OSHAWA

City:

Oshawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-07-13

Application Deadline:

2026-07-27

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 & Retirement Planning • OSHAWA, Canada

Similar jobs

Life Underwriting Specialist/Consultant - Empire Life

Empire Lifeoshawa, on, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialPickering, ON, CA
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more

 • Promoted

Senior Project Planner - The RTOC Group

The RTOC Grouposhawa, on, ca
Full-time

Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Show more

 • Promoted

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), the Financial... Show more

 • Promoted

Senior Business Systems Financial Analyst

City of PickeringPickering, ON, CA
Full-time

Monday – Friday, 35 hours per week.City Hall, One the Esplanade South, Pickering, ON (Hybrid Remote).Tuesday, March 3, 2026 by 12:00 noon.The City of Pickering is seeking a dedicated and motivated ... Show more

 • Promoted

Financial Analyst

Pattison IDPickering, ON, CA
Full-time

Administer day-to-day Planful activities: user access, workflow support, troubleshooting, and first-level issue resolution.Maintain and update planning templates, input schedules, mappings, and hie... Show more

 • Promoted

Gestionnaire, Planif. fiscale et successorale - Empire Vie

Empire Vieoshawa, on, ca
Full-time

Lieu : Hybride - Partout au Canada.La fourchette de rémunération cible totale (RCT), qui comprend le salaire et la prime cible, est de $117,600 - $166,880.Cette fourchette de RCT ne s’applique qu’a... Show more

 • Promoted

Senior Project Planner

The RTOC Grouposhawa, on, ca
Full-time

Our client's Project Team is looking for a Senior Project Planner resource to support this Portfolio.This role will be based in Calgary, with project locations in Alberta and BC.Minimal travel may ... Show more

 • Promoted

Maintenance Planner

GerdauWhitby, Durham Region, CA
Full-time

MAINTENANCE PLANNER – ROLLING MILLS.Gerdau Long Steel North America is a leader in mini‑mill steel production and steel recycling in North America.Through a vertically integrated network of mini‑mi... Show more

 • Promoted

Remote Benefits Sales Associate

Spade RecruitingScugog
Remote
Full-time +1

We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more

 • Promoted

Finance Club Partner (Student Leadership Program)

Wall Street Oasisoshawa, on, ca
Full-time

Club-Partnership-Application-LI-Job.This is a student leadership program designed to help finance and investment societies bring more value to their members.Wall Street Oasis (WSO) is offering a un... Show more

 • Promoted

Manager, Tax Retirement and Estate Planning Services - Empire Life

Empire Lifeoshawa, on, ca
Full-time +2

Manager, Tax Retirement and Estate Planning Services.Location: Hybrid - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880.This ... Show more

 • Promoted

Finance Club Partner (Student Leadership Program) - Wall Street Oasis

Wall Street Oasisoshawa, on, ca
Full-time

Club-Partnership-Application-LI-Job.This is a student leadership program designed to help finance and investment societies bring more value to their members.Wall Street Oasis (WSO) is offering a un... Show more

 • Promoted

Independent Financial Advisor & Agency Leader

Co-operatorsOshawa, Durham Region, CA
Full-time

A leading Canadian financial services co-operative is seeking an entrepreneurial-minded Financial Advisor who will manage their own insurance agency.You will build strong community ties and cultiva... Show more

 • Promoted

Infrastructure & Capital Projects - Senior Planner, Com

Comtech GroupPickering, Canada
Full-time

See the opportunities we have available today in our exciting portfolio of client programs and projectInfrastructure & Capital Projects - Senior Planner, COM - (SCHED41.Share this job as a link... Show more

 • Promoted

Infrastructure & Capital Projects - Senior Planner, COM

Comtech GroupPickering, ON, CA
Full-time

See the opportunities we have available today in our exciting portfolio of client programs and project.Infrastructure & Capital Projects - Senior Planner, COM - (SCHED41.Share this job as a link in... Show more

 • Promoted

Remote Sales Representative

Spade RecruitingScugog
Remote
Full-time +1

We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more

 • Promoted

Life Underwriting Specialist/Consultant

Empire Lifeoshawa, on, ca
Full-time +2

Life Underwriting Specialist/Consultant.Location: Any Canadian Location, CA.The total target compensation (TTC) range, including salary and target bonus, is $95,920 - $144,970.This TTC range is app... Show more

 • Promoted

Equity Partner & National Leader AI Business Solutions

People Machineoshawa, on, ca
Full-time

Equity Partner & National Leader, AI Business Solutions.This role can be located in any major city centre across Canada.Digital services within the firm.The role will focus on sales, delivery excel... Show more

 • Promoted

Business Analyst - fintex

fintexoshawa, on, ca
Full-time

Our founding team has built and shipped digital products at Canada's leading financial institutions—and now we're doing it faster, bolder, and entirely on our own terms.We're growing quickly and lo... Show more