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Financial planner Jobs in Delta, BC

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Financial planner • delta bc

Last updated: 1 day ago

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>RICHMOND, Canada
Full-time

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 su... Show more

Freight Planner

GeodisRichmond, British Columbia, CA
Full-time

GEODIS specializes in unlocking business value in a complex world, ensuring seamless movement of goods worldwide.As a global third-party logistics provider (3PL), we power.Fuel your career with GEO... Show more

 • Promoted

Organizational and Financial Strengthening Advisor, Industrial Sector - Spanish Required

Cuso InternationalRichmond, British Columbia
Permanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Use your financial and strategic ex... Show more

Senior Controller - Contract

SemtechCAN, Richmond, BC
Full-time +1

Richmond, BC, Canada (Monday - Thursday onsite).Advises the IoT Connectivity Business Unit on financial health and performance, forecast, reporting, and budgeting activities.This role acts as a str... Show more

Regional Manager, Business Development- Greater Vancouver Area

NestoGreater Vancouver Area, British Columbia, Canada, V4E 1N9
CA$80,000.00 yearly
Full-time
Quick Apply

At CMLS Financial, we strike a unique balance: the financial strength of a 50-year industry leader with the energy of a dynamic, fast-paced firm.Growth & Exposure: With over $45 billion in assets u... Show more

Consumer Credit Supervisor

Nissan MotorCanada, Richmond, British Columbia
CA$85,479.00 yearly
Full-time

Locations: Western Region, Richmond, BC or Mississauga, Ontario.Job Schedule: Full-time, (Remote- Western Region, Richmond / Hybrid- Mississauga).Business Administration, Finance, Commerce, Economi... Show more

Financial Planner, Scotia Financial Planning - Richmond, Vancouver

ScotiabankRichmond, BC, CA
Full-time

Promote the development and sustainable growth of proprietary investment business in the assigned market area by: .Business Development: Executing on business development plans for prospects and ex... Show more

Assistant to Financial Advisor

Elite Wealth MgmtRichmond, British Columbia, Canada
CA$68,000.00 yearly
Full-time +1

As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client’s success, we provide insightful and personalized financial advice that is designed to achi... Show more

Project Accountant

TalentSphereRichmond, BC, Canada
Full-time

We are seeking a Project Accountant to join a growing construction team.This role will work closely with Project Managers and the construction team to manage the financial performance of projects, ... Show more

Senior Corporate Accountant

TEEMARichmond, British Columbia
CA$85,000.00 yearly
Permanent

Oversee the end-to-end global intercompany accounting process, including loan management, equity investments, cost allocations, and cross-entity balance reconciliations.Lead period-end close proced... Show more

RME Planner

Amazon Canada Fulfillment Services, ULCDelta, British Columbia, CAN
Full-time

Operations is at the heart of Amazon’s business.We are known for our speed, accuracy, and exceptional service.Our buildings deliver tens of thousands of products to hundreds of countries worldwide,... Show more

Chief Financial Officer (CFO)

ConfidentialRichmond, British Columbia, CA
Full-time

Chief Financial Officer (CFO) About the Company Well-established retail pharmacy Industry Retail Type Privately Held Founded 1945 Employees 5001-10,000 Specialties - camera products - compu... Show more

 • Promoted

Insurance Accounting and Bookkeeping Clerk

London Drugs LimitedRichmond, BC, CA
CA$45,385.00 yearly
Full-time

Insurance Accounting & Bookkeeping Clerk.At London Drugs, we're a 100% Canadian-owned company committed to exceptional service, strong community values, and career development opportunities for... Show more

Financial Controller

Elite Search4595 Tillicum Street, Burnaby, USA
Full-time

Colin Campbell & Sons and Burritt Bros.Carpet & Floors are Western Canada’s leading purveyors of wool carpets, fine area rugs and hardwood floors.Serving the architectural, interior design and deal... Show more

Front Desk Manager - Hotel

JRoss RecruitersBritish Columbia, RICHMOND
CA$24.00 hourly
Permanent

Oversee daily front office operations including check-in, check-out, reservations, guest inquiries, and concierge services.Recruit, train, and develop a motivated and service-oriented front office ... Show more

Customer Service - Work from Home - Flexible Schedule

Tim's FinancialRichmond, British Columbia
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ... Show more

Certified Heavy Duty Equipment Technician

GFL EnvironmentalNew Westminster, BC, CA
Full-time

Heavy Duty Equipment Technicians.At GFL our goal is to invest in our people and provide opportunities to grow for life!.In this role, you’ll be responsible for the inspection, diagnosis, repair, an... Show more

 • Promoted

Automotive Financial Services Manager

Westminster ToyotaNew Westminster, British Columbia, Canada
CA$150,000.00 yearly
Full-time

Westminster Toyota is seeking a Financial Services Manager / Senior Financial Advisor to join our high-performing team.This role is ideal for professionals currently working in banking, private len... Show more

Manager, Accounting and Reporting

TEEMARichmond, British Columbia
CA$105,000.00 yearly
Permanent

Lead, mentor, and oversee a dedicated team handling core full-cycle accounting activities and corporate payables.Oversee month-end, quarter-end, and year-end close procedures, including GL reconcil... Show more

Assistant Manager, Finance & Commercial Risk

PCL ConstructionRichmond, Brit, CA
Full-time

The future you want is within reach.At PCL Constructors Westcoast Inc.PCL Family of Companies (PCL), we don't just build projects --  we build opportunities, careers and communities.We are 100% emp... Show more

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Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada>RICHMOND, Canada
27 days ago
Job type
  • Full-time
Job description

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.

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

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 Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

6168 NO 3 RD:RICHMOND

City:

Richmond

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-07-22

Application Deadline:

2026-08-31

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.

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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.