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Financial Planner, Investment and Retirement PlanningRBC • Winnipeg, Canada
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

RBC • Winnipeg, Canada
2 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. 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?

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

Address 65 PRINCESS ST: KINGSTON

City Kingston

Country Canada

Work hours/week 37.5

Employment Type Full time

Platform PERSONAL & COMMERCIAL BANKING

Job Type Regular

Pay Type Commission

Posted Date 2026-07-29

Application Deadline 2026-08-17

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.

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Financial Planner, Investment and Retirement Planning • Winnipeg, Canada

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