Financial Planner, Investment & Retirement Planning

Company : RBC

Job Location : Kitchener, ON, CA

Posted on : 2021-06-11T05:47:26.000000000Z

Job Description :

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Perth Markets.

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?


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

At RBC, the health and wellbeing of our employees and candidates is always our top priority.

Recruitment Process

COVID-19 has accelerated change across our workplace, including our hiring practices!

As a result, throughout your application process, you may be asked to connect with us virtually, and may not be required to meet in-person.

Our recruiters will explain how our video-interview technology will be used throughout the recruitment process, and will be on hand to answer any questions you might have.

Workplace Flexibility

You will be given the opportunity to work from home, if you can be fully productive, and role requirements including regulatory obligations can be satisfied.

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.

Health & Safety

For employees that may be required to work from our premises, we’re doing our part to safeguard your health, and taking extra steps to reduce the spread of COVID-19.

All RBC premises will allow for required physical distancing requirements, and new routines and resources such as hand sanitizer, antiseptic wipes, masks, or other protective equipment.

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


City: Kitchener

Address: 32 Duke St W

Work Hours/Week: 37.50

Work Environment: Office

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Commissioned Sales

Required Travel (%): 51-75

Exempt/Non-Exempt: N/A

People Manager: No

Application Deadline: 07/08/2021

Req ID: 374756

Platform: Personal & Commercial Banking

Ad Code(s):

Similar Jobs (1068)

EllisDon Corporation

Job Location : Kamloops, BC

APICS Certification in Production and Inventory Management (CPIM) or Certified Supply Chain Professional (CSCP), SCMP designation, or similar designation a…

TD Bank

Job Location : Kelowna, BC

Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise,…

Kootenay Savings MoneyWorks

Job Location : Trail, BC

As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having completed your Level II Life…


Job Location : Vancouver, BC

Minimum 2 years’ experience in financial planning. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and…

lululemon athletica

Job Location : Vancouver, BC

1-2 years of planning experience for a global/vertical retailer or department store. College certificate or University degree is required.


Job Location : Victoria, BC

Minimum 2 years’ experience in financial planning. Financial Planning Designation (PFP, QAFP or CFP) or close to completing. Mutual Funds License (IFIC or CSC).

lululemon athletica

Job Location : Vancouver, BC

2+ years of planning experience for a global/vertical retailer or department store. 5+ years merchandise planning experience. Job Type: Full Time, Permanent.

Financial Planner, Investment & Retirement Planning Jobs 2020, RBC Jobs Near Me, Jobs in RBC Company, Financial Planner, Investment & Retirement Planning Jobs Near Me, Jobs in Kitchener, ON, CA. If you are looking for these jobs, click this button!

Disclaimer :This job is posted by the company : RBC, and is aggregated from various online sources and displayed on this page. All the jobs displayed on, comes from Indeed and it's network through the API. We do no store any data from anyone. All the applicants will be guided to the original job posting and they will apply there itself. We are not taking any personal data such as resume, email or phone number from the applicants. Our motto is to provide jobs to as many people as we can.