Financial Planner – Investment and Retirement Planning

RBC

Financial Planner developing custom investment solutions for RBC clients. Collaborating with internal partners for client referrals and building strong relationships.

Posted 7/22/2026full-timeRichmond • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client acquisition, leveraging strong networking abilities and digital tools to provide tailored investment solutions. Holds relevant financial planning designations and licenses to effectively advise clients and build lasting relationships.

Highest-signal resume keywords

Financial Planning DesignationMutual Funds LicenseClient Acquisition SkillsNetworking SkillsDigital Savviness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment SolutionsPortfolio ManagementClient Relationship ManagementNetworking

Soft Skills

Relationship BuildingCommunicationCollaboration

Tools & Technologies

Mobile Applications

Certifications & Qualifications

PFP®QAFP™CFP®IFICCSC

Industry Keywords

Financial PlanningMutual FundsClient AcquisitionInvestment AdvisoryPortfolio Solutions

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 (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

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