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Financial Planner, Investment & Retirement PlanningRBC • Scugog
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

RBC • Scugog
8 days ago
Job type
  • Full-time
Job description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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 investment and portfolio offerings, including proprietary and select third‑party mutual funds
  • Acquire and consolidate existing and new‑to‑RBC clients and assets
  • Connect clients with the right RBC team members to continuously meet their evolving needs
  • Develop external business referral sources through networking, marketing and personal influence

What do you need to succeed?

  • 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 and ability to effectively utilize mobile applications

What’s in it for you?

  • 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 work/life balance
  • Innovative mobile technology to ensure your success

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Job Details

Address: 210 QUEEN ST, SCUGOG

City: Scugog

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

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Financial Planner, Investment & Retirement Planning • Scugog

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