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Job Title


Investment and Retirement Planner - Ajax (Toronto East)


Company : 0000050007 Royal Bank of Canada


Location : Ajax, Ontario


Created : 2025-10-22


Job Type : Full Time


Job Description

Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with 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 worldclass advice and solutions that help clients achieve their longterm 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 tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including bestinclass proprietary and select thirdparty mutual fund solutions. Acquire and consolidate existing and newtoRBC 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 centers of influence. What do you need to succeed? Financial Planning Designation (PFP or CFP). Mutual Funds License (IFIC or CSC). Minimum 3 years experience in financial planning. Proven networking and client acquisition skills. Ability to cultivate strong partner relationships. Whats 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. Job Skills Adaptability Business Development Client Centricity Curiosity Additional Details Address: 2 HARWOOD AVE S, AJAX City: Ajax Country: Canada Work hours / week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-10-17 Application Deadline: 2025-11-03 Inclusion and Equal Opportunity Employment At 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. #J-18808-Ljbffr