Financial Planner – Investment Retirement Planner

RBC

As an RBC Investment and Retirement Planner, you'll create custom investment solutions for RBC clients. You'll be supported by internal partners while driving new investment sales efforts.

Posted 7/8/2026full-timeSt. John's • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningInvestment SolutionsPortfolio ManagementMutual Fund SolutionsClient Relationship Management

Soft Skills

NetworkingRelationship BuildingCommunication

Certifications

QAFPPFP®CFP®IFICCSC