Talent.com
Royal Bank of Canada>
Financial PlannerRoyal Bank of Canada> • VANCOUVER, Canada
No longer accepting applications
Financial Planner

Financial Planner

Royal Bank of Canada> • VANCOUVER, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

Language Skills considered an asset (Mandarin/Cantonese)

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP®, QAFP™ or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network

What’s 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.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

Job Skills

Additional Job Details

Address:

2208 W 41 AVE:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-24

Application Deadline:

2026-08-10

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Create a job alert for this search

Financial Planner • VANCOUVER, Canada

Similar jobs

Financial Planning Specialist

Royal Bank of CanadaVancouver
Full-time

As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high‑value customized advice and financial plannin... Show more

 • Promoted

Manager, Financial Planning & Reporting

Fraser HealthSurrey, Metro Vancouver Regional District, Canada
Full-time

The salary range for this position is CAD $55.We are currently recruiting for the Manager, Financial Planning & Reporting role.This position leads the organization’s multi-year corporate business p... Show more

 • Promoted

Remote Wealth Advisor & Financial Planner

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more

 • Promoted

Financial Controller (Contract, Nova Scotia & New Brunswick)

Rubicon PathVancouver, Metro Vancouver Regional District, CA
Full-time

Financial Controller (Contract, Nova Scotia & New Brunswick).Our client in Halifax is looking for a Financial Controller for a 1-year contract.The role can be performed remotely from anywhere in No... Show more

 • Promoted

Client-Focused Senior Financial Planner

Raymond James Ltd.Vancouver, Metro Vancouver Regional District, Canada
Full-time

Help clients navigate their financial journeys as a Senior Financial Planner.Engage in comprehensive planning for high-net-worth individuals while collaborating with advisors and enhancing service ... Show more

 • Promoted

Manager - Financial Planning & Analysis

Embrace Software IncVancouver, Metro Vancouver Regional District, CA
Permanent

Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more

 • Promoted

Financial Planning Manager in Healthcare: Strategy and Leadership

Providence Health CareVancouver, Metro Vancouver Regional District, Canada
Full-time

Elevate your career as a financial planning manager, shaping healthcare financial strategies.Drive insightful budgeting, forecasting, and team development within a collaborative environment.As a ke... Show more

 • Promoted

Planner

Weston WilliamsonVancouver, British Columbia, Canada
Permanent

Business Line: Energy and Sustainable Cities Type of contract: Permanent contract Job Family: Architecture Compensation: CAD 85,000 - CAD 100,000 - yearly Company Description.WW+P is a world-leadin... Show more

 • Promoted

Remote Financial Analyst: Forecasting & Planning

Avanti Software Inc.Vancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading insurance company is looking for a Financial Analyst to join their team.This remote position involves performing month-end analysis, assisting with annual planning, and establishing partn... Show more

 • Promoted

Financial Planner

Bank of MontrealWest Vancouver, Metro Vancouver Regional District, Canada
Part-time

Application Deadline:08/04/2026Address:913 Park Royal SouthJob Family Group:Retail Banking Sales & Service*We are recruiting Financial Planners for future opportunities in the North Shore Market.Jo... Show more

 • Promoted

Financial Advisor (Paid Consultancy Opportunity)

RONIN StudiesVancouver, Metro Vancouver Regional District, CA
Full-time

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more

 • Promoted

Financial Planning Analyst - Automotive Industry

Destination Auto GroupBurnaby, Metro Vancouver Regional District, Canada
Full-time

Destination Auto Group seeks a Senior Financial Analyst to enhance financial planning and reporting processes.This role offers professional growth in a supportive automotive environment, emphasizin... Show more

 • Promoted

Private Wealth Planner - CFP | Cash Management Group

Canaccord Genuity Group Inc.Vancouver
Full-time +1

The Cash Management Group at Canaccord Genuity is looking for a Wealth and Estate Planning Specialist to join our high-performing team of finance professionals.We manage approximately $6 billion in... Show more

 • Promoted

Associate, Financial Planning & Analysis

Creative EnergyVancouver, Metro Vancouver Regional District, Canada
Full-time

You will be responsible for building, maintaining, and enhancing financial models used across the organization for business planning, asset performance monitoring, investment analysis, corporate de... Show more

 • Promoted

Financial Reporting Manager

Sandbox Industries Inc.Vancouver, Canada
Full-time

About EarthDaily EarthDaily is revolutionizing the way we understand and monitor our planet through cutting-edge Earth Observation (EO) technology and geospatial analytics, providing unparalleled i... Show more

 • Promoted

Production (Finance) Optimization Analyst

Lactalis CanadaDelta, Metro Vancouver Regional District, CA
Full-time +1

This range is provided by Lactalis Canada.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job poster from Lactalis Canada.Tal... Show more

 • Promoted

Financial Planner - Hybrid, Growth & Client Impact

Rise PeopleVancouver, Metro Vancouver Regional District, CA
Full-time

A boutique financial planning and education company in Vancouver is seeking a Financial Planner to develop financial strategies and reports.The role requires 3 to 5 years of financial planning expe... Show more

 • Promoted

Financial Planner

Canaccord Genuity Corp.Vancouver
Full-time +1

Salary Range: $80,000 - $100,000Summary:Are you looking to grow your career in the investment industry and be a part of a dynamic and exciting team environment? We are looking for candidates that c... Show more

 • Promoted

Planner

CytivaBurnaby, Metro Vancouver Regional District, Canada
Full-time

Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology? At Cytiva, one of Danaher’s 15+ operating companies, our work saves lives—... Show more

 • Promoted

Financial Reporting Analyst

STRIVE Recruitment Inc.Vancouver, Metro Vancouver Regional District, Canada
Permanent

STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration, Manufacturing Operations, and Technology.STRIVE supp... Show more