Financial Planning, Investment & Retirement Planner - Peterborough and Kawartha Lakes
About the role
Job Description
As a Financial Planning, Investment & Retirement Planner, you will:
- Provide expert financial advice to clients in the Peterborough and Kawartha Lakes area.
- Develop personalized financial plans that align with clients' goals and objectives.
- Assist clients in understanding investment options and retirement planning strategies.
- Build and maintain strong client relationships through exceptional service and support.
Required Qualifications
- Proven experience in financial planning and investment advisory.
- Strong understanding of retirement planning and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Preferred Qualifications
- Relevant financial planning certifications (e.g., CFP).
- Experience in a client-facing role within the financial services industry.
Additional Information
- This position is available in two locations: Peterborough, Ontario and Kawartha Lakes, Ontario.
- Application Deadline: 09/15/2025
- Req ID: R-0000112190
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Financial Planning, Investment & Retirement Planner - Peterborough and Kawartha Lakes
About the role
Job Description
As a Financial Planning, Investment & Retirement Planner, you will:
- Provide expert financial advice to clients in the Peterborough and Kawartha Lakes area.
- Develop personalized financial plans that align with clients' goals and objectives.
- Assist clients in understanding investment options and retirement planning strategies.
- Build and maintain strong client relationships through exceptional service and support.
Required Qualifications
- Proven experience in financial planning and investment advisory.
- Strong understanding of retirement planning and investment strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Preferred Qualifications
- Relevant financial planning certifications (e.g., CFP).
- Experience in a client-facing role within the financial services industry.
Additional Information
- This position is available in two locations: Peterborough, Ontario and Kawartha Lakes, Ontario.
- Application Deadline: 09/15/2025
- Req ID: R-0000112190
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.