Job Description
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

Nice‑to‑have:

Fully bilingual in English and French

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 recognised and rewarded

A flexible work schedule based on client preferences and your own work/life balance

Creative mobile technology to ensure your success

Job Skills
Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details
Address
2600 COUNTY RD 43:NORTH GRENVILLE

City
North Grenville

Country
Canada

Work hours/week
37.5

Employment Type
Full time

Platform
PERSONAL & COMMERCIAL BANKING

Job Type
Regular

Pay Type
Commission

Posted Date
2026-07-27

Application Deadline
2026-08-09

Note
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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📌 Financial Planner, Investment & Retirement Planning (Ontario)
🏢 RBC
📍 Ontario