Talent.com
Royal Bank of Canada>
Financial Planning Investment Retirement PlannerRoyal Bank of Canada> • BRAMPTON, Canada
Financial Planning Investment Retirement Planner

Financial Planning Investment Retirement Planner

Royal Bank of Canada> • BRAMPTON, Canada
9 hours ago
Job type
  • Full-time
Job description

Job Description

*Please note this position is for Mississauga & Brampton areas and is not specific to 6880 Financial Dr.*

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 centers 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
  • Proficiency in Arabic/Persian is an asset

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

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-08-20

Application Deadline:

2026-10-31

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.

Create a job alert for this search

Financial Planning Investment Retirement Planner • BRAMPTON, Canada

Similar jobs

Business Strategy Specialist

Micro1Vaughan, Ontario, CA
CA$50.00 hourly
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Investment & Retirement Growth Specialist (Hybrid)

Banque Nationale du CanadaBrampton
Full-time

A financial institution in Brampton is seeking an Investment Development Specialist to guide clients in creating tailored investment strategies.This role requires a college diploma or higher and ex... Show more

 • Promoted

Remote Investment Advisor for AI-Driven Wealth Planning

MercorMississauga, Peel Region, CA
Remote
Part-time

A leading financial services firm is seeking experienced Financial Advisors to join a project with a top AI research lab.This role involves applying financial expertise to enhance AI systems in wea... Show more

 • Promoted

Analyst Iii, Financial Planning And Analysis - $82,000 - $115,000 A Year

Algonquin Power & Utilities Corp.Oakville, Canada
Full-time

The Senior Financial Analyst will support budgeting, forecasting, and reporting, and conduct financial analysis.This role involves enterprise-wide information flow and participation in strategic fi... Show more

 • Promoted

KOHO Director Financial Risk: Remote Opportunity

Portage Ventures GP Inc.Mississauga, Peel Region, CA
Remote
Full-time

Become the Director of Financial Risk at KOHO, leveraging your expertise in a remote-first environment.Drive forward-thinking risk strategies that empower Canadians in finance.You will take the lea... Show more

 • Promoted

Financial Planning Associate

The Vantage Talent GroupOakville, Ontario, Canada
Full-time

Our client, a growing independent wealth management and insurance firm in Oakville, is seeking a.This role is focused on supporting advisors and clients throughout the financial planning and insura... Show more

 • Promoted

Financial Planning & Analysis Manager

Kassen RecruitmentBrampton, Peel Region, CA
Full-time

A market leading manufacturer is seeking a Financial Planning & Analysis Manager to join its finance leadership team.This is a high-impact opportunity for an experienced finance professional who en... Show more

 • Promoted

Remote Cloud Strategy Leader for Financial Services

Caylent, IncMississauga, Peel Region, CA
Remote
Full-time

A leading cloud services firm seeks a Principal Strategist to enhance its Financial Services Practice.The ideal candidate will drive customer program success by developing actionable roadmaps and g... Show more

 • Promoted

Senior Financial Planning Manager Skyservice

Skyservice Business AviationMississauga
Full-time

Enhance Skyservice Business Aviation's financial strategies as a Senior Manager in Financial Planning & Analysis.This role focuses on key analytical responsibilities in a dynamic contract setting.Y... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementMississauga, Peel region, Canada
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more

 • Promoted

Remote Financial Analyst: Forecasting & Planning

Avanti Software Inc.Mississauga, Peel Region, CA
Remote
Full-time

A leading insurance company is looking for a Financial Analyst to join their team.This remote position involves performing month-end analysis, assisting with annual planning, and establishing partn... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaMississauga, Peel Region, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

Lead Financial Planning Director At Opentext

OpenTextMississauga, Canada
Full-time

Drive strategic financial success at Open Text as the Senior Director of Financial Planning & Analysis.Focus on enhancing financial strategies across business units to drive growth.In this infl... Show more

 • Promoted

Engagement Manager - Financial Consultant -(North America - Fulltime) - C$80,000 - C$100,000 A Year

NetDynamic ConsultingMississauga, Canada
Full-time

Engagement Manager for financial consulting, leading client engagements and providing strategic financial guidance. Show more

 • Promoted

Financial Business Partner/Plant AssistantController

OlymelBurlington, ON, CA
Full-time

Join Olymel —  Innovation, Quality, and Sustainable Growth!.At Olymel, we believe in innovation, quality, and sustainable growth.We are looking for an Financial Business Partner to join our dynamic... Show more

 • Promoted

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesMississauga, Peel Region, CA
Full-time

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncMississauga, Peel Region, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more

 • Promoted

Fp&A Manager: Strategic Financial Planning & Leadership - C$110,000 - C$130,000 A Year

National Healthcare DistributorVaughan, Canada
Full-time

Manager of Financial Planning & Analysis responsible for annual budget, financial analysis, and leading a team within a healthcare distribution company. Show more

 • Promoted

Sales Representative - 60k / Year - Remote

Spade RecruitingBradford West Gwillimbury, 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

Remote Private Wealth Advisor - Uncapped Earnings

TalentSphere Staffing SolutionsMississauga, Peel Region, CA
Remote
Full-time

A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary.This role focuses on asset gathering from warm leads, allowing you to maximize your sales potent... Show more