Talent.com
RBC
Financial Planner, Investment & Retirement PlanningRBC • Scugog, ON, CA
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

RBC • Scugog, ON, CA
9 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

#J-18808-Ljbffr
Create a job alert for this search

Financial Planner, Investment & Retirement Planning • Scugog, ON, CA

Similar jobs

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

ScotiabankOshawa, Durham Region, CA
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

Sales Representative - 60k / Year - Remote

Spade RecruitingBrock, Ontario
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... 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

Investment Advisor

RBC Dominion SecuritiesOshawa, Durham Region, CA
Full-time

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 starting your own business, but haven’t had t... Show more

 • Promoted

Financial Planner, Investment & Retirement Planning

RBCScugog
Full-time

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 ena... Show more

 • Promoted

Finance Manager: Strategic Accounting & Planning

Leadervestoshawa, durham region, Canada
Full-time

A reputable financial services organization in Oshawa is seeking a Manager of Finance to oversee core accounting and financial reporting functions while supporting operational decision-making.This ... 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 Operations Manager - Manufacturing Plant

Ampac Holdings, LLCWhitby, Ontario (ON), CA
Full-time

Are you ready to grow your career with a company that values your hard work, safety, and success? Join ProAmpac , a global leader in flexible packaging solutions.We're more than just a place to wor... Show more

 • Promoted

Contract Actuarial Lead in Financial Services

Altis RecruitmentPickering, ON, CA
Full-time

Explore an engaging contract opportunity as an Actuarial Lead in the financial services and insurance industry.Shape product performance through strategic pricing and reserving activities.This crit... Show more

 • Promoted

Finance Business Partner (FP&A)

Vaco by HighspringWhitby, ON, CA
CA$85,000.00 yearly
Permanent

Our client is a publisher of scientific assessments and software solutions.They are looking for a Finance Business Partner (FP&A) to join their team!.Flexible work culture, with strong work live ba... Show more

 • Promoted

Wealth Associate Growth Role - Ontario

Scotia Wealth ManagementWhitby, Durham Region, CA
Full-time

Elevate your career in finance as a Wealth Associate at Scotia Jarislowsky Fraser in eastern Ontario.This role focuses on client management and business development in a supportive environment.As a... Show more

 • Promoted

Senior Investor Relations Specialist (Hybrid, Commissions)

Cottage Dream VacationsWhitby, Durham Region, CA
Full-time

A luxury resort development group in Durham Region is seeking an experienced Investors Relations Associate to manage investor relationships and drive acquisition strategies.The candidate should pos... Show more

 • Promoted

Financial Advisor Career with Sun Life

Sun Life FinancialPickering, ON, CA
Full-time

Embark on a rewarding journey as a Financial Advisor at Sun Life in Greater Toronto East.You’ll have the chance to create financial opportunities and help clients achieve their dreams.This position... Show more

 • Promoted

Infrastructure & Capital Projects - Senior Planner, COM

AccenturePickering, ON, CA
Full-time

Responsible for implementing and managing the standard, goals, policies, etc.Schedule the planning, development, and maintenance of the project Master schedule to meet the project objectives and sc... 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

Oshawa Power Senior Financial Analyst

The MEARIE GroupOshawa, Durham Region, CA
Full-time

Oshawa Power Group of Companies is a parent company of fiber optic, district energy and renewable generation businesses, and the local electricity distribution company that supplies electricity to ... 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

Dynamic Financial Advisor Building Sustainable Client Relationships

Co-operatorsOshawa, Durham Region, CA
Full-time

Join as a Financial Advisor, shaping a successful insurance agency while enhancing client financial well-being.Engage with your community and create meaningful ties through personalized financial s... Show more

 • Promoted

Senior Project Planner in Power Delivery Sector

WSP in CanadaWhitby, Durham Region, CA
Full-time

Unlock your potential as a Senior Project Planner with WSP, focusing on critical Transmission and Distribution projects across Canada.This role, based in the Greater Toronto Area, emphasizes projec... Show more

 • Promoted

Business Partnerships Advisor, Canada-Colombia Trade and Social Impact - Spanish Required

Cuso InternationalScugog, Ontario
Permanent

This Volunteer Placement is Located in:.Spanish Level 4-Advanced and English Level 5-Fluent.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Resident... Show more