Location
petawawa, on, Canada
Posted
July 20, 2026
Job Description
Become an RBC Retirement Planner in Pembroke, Canada, where your financial planning skills will shape clients' futures. Help clients achieve their goals through personalized investment strategies.
This full-time role invites those with a Financial Planning designation (CFP or PFP) and minimum two years’ financial planning experience. As an Investment and Retirement Planner, you will craft custom solutions, supported by a strong network for client referrals. You will engage directly with clients to drive their long-term financial success.
Key Responsibilities:
• Offer custom financial planning tailored to client needs
• Acquire new to RBC clients and consolidate existing assets
• Establish connections with RBC team members for client support
• Build a network for external business referrals
Requirements:
• Hold Financial Planning Designation (PFP or CFP)
• Possess a Mutual Funds License (IFIC or CSC)
• At l...
This full-time role invites those with a Financial Planning designation (CFP or PFP) and minimum two years’ financial planning experience. As an Investment and Retirement Planner, you will craft custom solutions, supported by a strong network for client referrals. You will engage directly with clients to drive their long-term financial success.
Key Responsibilities:
• Offer custom financial planning tailored to client needs
• Acquire new to RBC clients and consolidate existing assets
• Establish connections with RBC team members for client support
• Build a network for external business referrals
Requirements:
• Hold Financial Planning Designation (PFP or CFP)
• Possess a Mutual Funds License (IFIC or CSC)
• At l...