Financial Planner, Investment & Retirement

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. By combining your own prospecting and networking activity with the support of internal partners who send referrals, you will provide world‑class advice that helps clients achieve their long‑term financial goals.

What Will You Do?

• Provide tailor‑made financial planning advice and solutions using our comprehensive investment and portfolio solutions, including proprietary and select third‑party mutual funds.
• Acquire and consolidate existing and new‑to‑RBC clients and assets.
• Connect clients with the appropriate RBC team members to continuously meet their evolving needs.
• Develop external business referral sources through networking, marketing, and maintenance of centres of influence.

Must‑have

• Financial Planning Designation (PFP®, QAFP™, or CFP®).
• Mutual Funds License (IFIC or...

Ready to Apply?

Submit your application today and join our talented team at RBC.