Financial Planner, Investment and Retirement Planning

RBC

RBC financial planner delivering customized investment and retirement advice to Canadian clients. Acquiring assets, building referral networks, and connecting clients with RBC specialists.

Posted 8/4/2026full-timePembroke • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and investment solutions, with a strong focus on client acquisition and relationship management. Proficient in utilizing digital tools to enhance client engagement and drive sales growth.

Highest-signal resume keywords

Financial Planning Designation (PFP® or CFP®)Licensed Mutual Fund Sales ExperienceMutual Funds License (IFIC or CSC)Networking and Client Acquisition SkillsDigital Savviness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment SolutionsPortfolio ManagementMutual Fund SalesClient Acquisition

Soft Skills

CreativityMotivationDrive for Sales

Tools & Technologies

Mobile Applications

Certifications & Qualifications

Financial Planning Designation (PFP® or CFP®)Mutual Funds License (IFIC or CSC)

Industry Keywords

Financial PlanningInvestment SalesClient Relationship ManagementNetworkingBusiness Referral Sources

About the role

Key responsibilities & impact

Provide tailor-made financial planning advice and solutions using investment and portfolio solutions, including 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 continuously meet their needs
Develop external business referral sources through networking, marketing, and centres of influence
Prospect and network to generate new investment sales
Help clients achieve their long-term financial goals through advice and solutions

Requirements

What you’ll need

Minimum 2 years’ experience in financial planning
Minimum 2–3 years of licensed mutual fund sales experience
Financial Planning Designation (PFP® or CFP®), or close to completion
Mutual Funds License (IFIC or CSC)
Proven networking and client acquisition skills
Ability to cultivate strong partner relationships
Digital savviness and ability to effectively utilize mobile applications
Creativity, motivation, and drive for new investment sales

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
Dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
Flexible work schedule based on client preferences and your own work/life balance
Innovative mobile technology to ensure your success