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Financial Planner, Investment Retirement Planning

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RBC
📍 north dundas, Canada
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Location north dundas
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Posted June 10, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. In addition to 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 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 unrivalled 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 continuously meet their needs.
  • Develop external business referral sources through networking, marketing, and your ...

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📍 Location Details

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City
north dundas
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Country
Canada
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Commute
Local Area

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