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Job Description This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across the Durham Region. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail. 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 worldclass advice and solutions that help clients achieve their longterm financial goals. 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 centres of influence. What do you need to succeed? Musthave Financial Planning Designation (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 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. Benefits A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. Worldclass training programs and career development opportunities. The advantage of working with a dynamic, collaborative, and highperforming team where initiative and hard work are recognized and rewarded. A flexible work schedule based on client preferences and your own work/life balance. Innovative mobile technology to ensure your success. Job Skills: Adaptability, Business Development, Client Centricity, Curious Mindset. Address: 48 PEMBROKE ST W:PEMBROKE City: Pembroke Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2026-04-10 Application Deadline: 2026-05-08 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. #J-18808-Ljbffr