At a Glance
- Tasks: Create custom investment solutions and provide world-class financial advice to clients.
- Company: Join RBC, a leading bank committed to client success and community growth.
- Benefits: Flexible benefits, competitive commission, pension options, and world-class training.
- Other info: Dynamic team environment with opportunities for professional growth and innovation.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Financial Planning Designation and 2 years of experience in financial planning required.
The predicted salary is between 87750 - 107250 $ per year.
What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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?
- 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
What's in it for you?
- 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
Job Skills
- Adaptability
- Business Development
- Client Centricity
- Curious Mindset
Additional Job Details
- Address: 661 18 ST:BRANDON
- City: Brandon
- Country: Canada
- Work hours/week: 37.5
- Employment Type: Full time
- Platform: PERSONAL & COMMERCIAL BANKING
- Job Type: Regular
- Pay Type: Commission
- Posted Date: 2026-10-14
- Application Deadline: 2026-10-28
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Investment & Retirement Planner employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
