Financial Planner, Investment and Retirement Planning

Aug 25, 2026

Job Description

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

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 (IPF) or in the process of completion

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

What are the advantages 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.

Full-time RBC employee status with unlimited earning potential and full benefits

Work with a dynamic, collaborative, progressive,



and high-performing team

A world-class training program in financial services

Adaptable work/life balance options

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

City: Terrebonne

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date:

Application Deadline:

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

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.

Royal Bank of Canada is a leading global financial institution committed to innovation, exceptional client experiences, and community support, serving over 17 million clients worldwide.

Banking Credit Intermediation Financial Services

Company size 10,001+ employees

Company type Public company

Total funding $22.2M Post IPO Debt

Momentum

Team growth

Momentum 6% in 12 mo

98,739 employees on LinkedIn

Feb 23 May 26

Employee experience

What it’s like inside

3.8 19,829 reviews

79% would recommend

Culture & values

Culture & values 3.9

Work-life balance

Work-life balance 3.8

Career opportunities

Career opportunities 3.8

Compensation & benefits 3.6

Capital

Funding history

Royal Bank of Canada $22.2M

Apr 2014

Footprint

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📌 Financial Planner, Investment and Retirement Planning (Terrebonne)
🏢 RBC
📍 Terrebonne