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 (PFP®, QAFP® 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
Additional Job Details
Address:
555 STRATHCONA BLVD SW, UNIT 100:CALGARY
City:
Calgary
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Commission
Posted Date:
2026-09-16
Application Deadline:
2026-09-21
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.
Financial Planner Investment Retirement Planning • CALGARY, Canada
Professional Staffing provided pay range This range is provided by Professional Staffing.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct ... Show more
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
Are you highly organized, customer-oriented, and enjoy interacting with people?.Interested in joining one of Canada's consistently recognized 50 Best Employers' talent pool to build a future career... Show more
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
It all starts with great advice.Make the move to becoming a Sun Life advisor today!.Running your own business is tough, yet so rewarding.Why not have a partnership that gives you a competitive adva... Show more
Mortgage Advisor, Financial Advisor Channel.Be among the first 25 applicants.Mortgage Advisor, Financial Advisor Channel.Direct message the job poster from nesto.Our mission is to provide a positiv... Show more
Elevate your career as a Financial Planner, focusing on high-quality investment advice for the mass affluent market.Utilize your entrepreneurial spirit and network to build client-centric solutions... Show more
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more
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
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
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more
A leading ERP consulting firm is seeking a Senior Sage X3 Consultant (Finance) for remote work in Canada, offering a competitive salary up to $180k CAD plus benefits and bonuses.The successful cand... Show more
Join TD as a Financial Planner in Calgary, where you will provide strategic wealth management advice tailored to affluent clients.Your expertise will drive client success.In this full-time role, yo... Show more
Become a Wealth Management Portfolio Manager at Palisade Capital Management in Calgary, AB.Specialize in building customized client portfolios and maintaining client-centric service.This on-site ro... Show more
Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Show more
Batory is looking for an Intermediate Planner to provide support in the areas of development approvals, due diligence, project evaluation, zoning by-law and official plan review, site plan approval... Show more
A leading manufacturing company in Calgary, Alberta is seeking a Rebate Financial Analyst to handle various rebate transactions and support operations.The individual will assist in financial analys... Show more
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
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
Verdex Capital is a purpose-driven venture capital firm that invests in the Canadian food and agriculture sectors.Our mission is to advance Canadian agriculture by investing risk capital into early... Show more
