Talent.com
0000050007 Royal Bank of Canada
Financial Planner, Investment and Retirement Planner0000050007 Royal Bank of Canada • SURREY, British Columbia, Canada
Financial Planner, Investment and Retirement Planner

Financial Planner, Investment and Retirement Planner

0000050007 Royal Bank of Canada • SURREY, British Columbia, Canada
Il y a 27 jours
Type de contrat
  • Temps plein
Description de poste

Job Description

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 world-class advice and solutions that help clients achieve their long-term financial goals.Mandarin language skills (fluency). What will you do?
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC 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?Must-have
  • Financial Planning Designation (PFP®, QAFP™ 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
  • Mandarin language skills (fluency)
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.
  • A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • The advantage of working with a dynamic, collaborative, and high performing 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 SkillsAdaptability, Business Development, Client Centricity, Curious MindsetAdditional Job Details

Address:

15795 CROYDON DR:SURREY

City:

Surrey

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-06-29

Application Deadline:

2026-08-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.
Créer une alerte emploi pour cette recherche

Financial Planner, Investment and Retirement Planner • SURREY, British Columbia, Canada

Offres similaires

Hybrid Senior Financial Modeling And Investment Planner - C$91,840 - C$137,760 A Year

Large Transportation OrganizationVancouver, Canada
Temps plein

Financial Analyst role focused on long-range financial modeling, business impact analysis, and improving decision-making for a transportation organization. Voir plus

 • Offre sponsorisée

Remote Wealth Advisor & Financial Planner

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Télétravail
Temps plein

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... Voir plus

 • Offre sponsorisée

Expert Wealth Planner at Vancity

Vancouver City Savings Credit UnionVancouver, Metro Vancouver Regional District, CA
Temps plein

Vancity invites applications for an Expert Wealth Planner focused on delivering financial solutions and investment strategies.In this Full-time, Temporary role, your skills will enhance member sati... Voir plus

 • Offre sponsorisée

Regional Financial Advisor (Virtual)

CU Financial ManagementVancouver, Metro Vancouver Regional District, CA
Temps plein

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Voir plus

 • Offre sponsorisée

HEALTHCARE PLANNER - INTERMEDIATE

Parkin ArchitectsVancouver, Metro Vancouver Regional District, CA
Temps plein

Job Summary: The Intermediate Healthcare Planner will play a crucial role in developing comprehensive healthcare design strategies and translating client requirements into functional and efficient ... Voir plus

 • Offre sponsorisée

Financial Planner

BMOVancouver, Metro Vancouver Regional District, CA
Temps plein

We are recruiting Financial Planners for future opportunities in the North Shore Market.Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine an... Voir plus

 • Offre sponsorisée

Senior Financial Planner

Raymond James Ltd.vancouver, metro vancouver regional district, Canada
Temps plein

How does the role impact the organization?.The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is dedicated to delivering service excellence in supporting our... Voir plus

 • Offre sponsorisée

Financial Planner, Investment and Retirement

RBCVancouver, Metro Vancouver Regional District, Canada
Temps plein

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients.By combining your own prospecting and networking activity with the suppo... Voir plus

 • Offre sponsorisée

Financial Planning Manager in Healthcare: Strategy and Leadership

Providence Health CareVancouver, Metro Vancouver Regional District, Canada
Temps plein

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... Voir plus

 • Offre sponsorisée

Senior Financial Planner at CIBC Vancouver

Canadian Imperial Bank of CommerceVancouver, Metro Vancouver Regional District, CA
Temps plein

Shape financial futures as a Senior Financial Planner at CIBC in Vancouver.Focus on relationship management and financial advice to support diverse client needs.In this full-time role, you will be ... Voir plus

 • Offre sponsorisée

Opal Bilingual Financial Planner Opportunity

Opal Corporate ConnectionsVancouver, Metro Vancouver Regional District, CA
Temps plein

Join Opal as a bilingual Financial Planner (CFP, French/English) managing a well-established book of business in Ontario.Focus on cultivating client relations and delivering customized financial so... Voir plus

 • Offre sponsorisée

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... Voir plus

 • Offre sponsorisée

Private Wealth Planner - CFP | Cash Management Group

Canaccord Genuity Group Inc.Vancouver, Metro Vancouver Regional District, CA
Temps plein +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... Voir plus

 • Offre sponsorisée

Wealth Investment Associate — Growth, Planning & Advisory

Scotia Wealth ManagementVancouver
Temps plein

A leading wealth management firm is seeking an Investment Associate in Vancouver, BC.The role focuses on client service, identifying new business opportunities, and collaborating with a Wealth Advi... Voir plus

 • Offre sponsorisée

Sales Representative - 60k / Year - Remote

Spade RecruitingSquamish, British Columbia
Télétravail
Temps plein
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Voir plus

 • Offre sponsorisée

Join Vancity's Wealth Planning Team

Vancity (2.0)Squamish, Squamish-Lillooet Regional District, CA
Temps plein +1

Vancity invites you to apply for the Wealth Planner position, where you'll make a difference by providing tailored financial solutions to our members.Focus on socially responsible investments while... Voir plus

 • Offre sponsorisée

Strategic Financial Planning Director

Photonic Inc.Vancouver, BC, Canada
Temps plein

Join Photonic as the Director of Financial Planning and Analysis, overseeing the financial strategy to help scale our innovative company.You’ll be instrumental in establishing rigorous financial pr... Voir plus

 • Offre sponsorisée

Student Financial Planner at CDI College

CDI College, Inc.Surrey, Metro Vancouver Regional District, CA
Temps plein

Transform educational futures as a Student Financial Planner at CDI College in Surrey.Blending student support with financial operations, this role empowers learners to navigate funding successfull... Voir plus

 • Offre sponsorisée

Financial Planner - Hybrid, Growth & Client Impact

Rise PeopleVancouver, Metro Vancouver Regional District, CA
Temps plein

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... Voir plus

 • Offre sponsorisée

Part-Time Remote Financial Planner | CFP/PFA/ChFC (Canada)

Addition WealthVancouver, Metro Vancouver Regional District, CA
Télétravail
Temps partiel

A leading company in the financial sector is seeking an Experienced Financial Professional in Canada to join their part-time, contractor team.This role focuses on delivering personalized financial ... Voir plus