Financial Planner Investment and Retirement Planning
Sault Ste. Marie, ONRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansCandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 2 years of financial planning experience. Strong networking, client acquisition and partner relationship skills are required, along with comfort using mobile apps.
Mobile applications
Investment and Retirement Planner Assistant
Fort McMurray, ABRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Royal Bank of Canada needs candidates who are sales-oriented, well organized and strong at multitasking, with excellent oral and written communication. They also need strong Microsoft Office skills, the ability to work independently, and knowledge of Royal Bank systems would be an asset.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Marketing Central, Sales & Service Platform, RBCNet
Associate Advisor
Toronto, ONRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Royal Bank of Canada requires CIRO Registered Representative approval, completion of WME or IMT, and a university degree. Candidates need excellent written and verbal communication and strong Microsoft Office skills; four or more years in the investment industry is an asset.
Microsoft Office Suite
Director, Parallel by RBC
Toronto, ONRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
10+ ansRoyal Bank of Canada needs a candidate with a bachelor's degree in a related field and at least 10 years of wealth management, private banking or family office experience. Candidates need a proven record in relationship management and business development with ultra-high-net-worth clients.
Addepar
Financial Planner, Investment Retirement Planning
Vancouver, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansCandidates need a financial planning designation (PFP, QAFP or CFP, or close to completing one) and a mutual funds licence (IFIC or CSC). They also need at least 2 to 3 years of financial planning or advisor experience, proven client acquisition and networking skills, and the ability to build strong partner relationships.
Associate
Pickering, ONRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Candidates need a completed Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office and business application skills, and excellent organization and time management. Strong English verbal and written communication and a professional, warm client service style are also required.
Microsoft Office, Excel, business applications
RBC Open House Financial Planning
Montréal, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansCandidates need a Financial Planning Designation (IPF) or enrolment in it, a mutual funds licence, 2 to 3 years of financial planning experience for planner roles, strong networking skills, and English and French bilingualism. The Associate role needs a mutual funds accreditation, prior client-facing banking experience, and proficiency in Microsoft Office.
Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS