Financial Planner, Investment and Retirement Planning

RBC

Financial Planner developing custom investment solutions for RBC clients. Cultivating new and existing relationships to drive financial planning success with bilingual support.

Posted 7/23/2026full-timeWestmount • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client acquisition, with a strong ability to develop tailored investment solutions and cultivate partner relationships. Bilingual in English and French, effectively serving diverse client needs.

Highest-signal resume keywords

Financial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)Client Acquisition SkillsNetworking SkillsBilingualism (English and French)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment SolutionsPortfolio ManagementClient Relationship ManagementBusiness Development

Soft Skills

Relationship BuildingCommunication SkillsNetworking

Certifications & Qualifications

Financial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)

Industry Keywords

Investment SolutionsFinancial PlanningClient AcquisitionPortfolio SolutionsNetworking

About the role

Key responsibilities & impact

Develop relationships and create custom investment solutions for prospective and existing RBC clients
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio 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 (IPF) or in the process of completion
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
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Benefits

Comp & perks

Full-time RBC employee status with unlimited earning potential and full benefits
Work with a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Flexible work/life balance options