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Planner Jobs in Surrey, BC

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Planner • surrey bc

Last updated: 10 days ago

RBC Financial Planning Networking Event

0000050007 royal bank canadaBURNABY, British Columbia, Canada
Full-timeFull-time

RBC FINANCIAL PLANNING - ELEVATE YOUR CAREER.Join Canada's Largest Network of Accredited Financial Planners.Are you a CFP®, PFP®, or QAFP® professional looking for your next opportunity? Experience... Show more

Licensed Wealth Management Administrator

destinationone consultingSurrey East, BC, ca
CA$80,000.00–CA$120,000.00 yearlyCA$80,000.00–CA$120,000.00 yearly
Full-timeFull-time

Consulting has been retained by.CI Assante Wealth Management Ltd.Surrey and Abbotsford, British Columbia.Sana Family Office is a boutique wealth management practice that has been serving affluent i... Show more

Shipping Planner (Export and Import)

wesgarPort Coquitlam, BC, CA
CA$25.00 hourlyCA$25.00 hourly
Full-time +1Full-time +1
Quick Apply

About Wesgar Wesgar is a leader in the custom sheet metal fabrication industry, specializing in high-mix, low-volume manufacturing for a wide range of global sectors.Based in Port Coquitlam, we pri... Show more

Investment Advisor

0000050599 rbc dominion securitiesSURREY, British Columbia, Canada
Full-timeFull-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026

tdCoquitlam, British Columbia
Full-timeFull-time

Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner to... Show more

Financial Planner

can mar recruitmentSurrey East, British Columbia, Canada
Full-timeFull-time

Consulting has been retained by, in partnership with CI Assante Wealth Management Ltd.Financial Plannerto join their growing wealth management team in Surrey and Abbotsford, British Columbia.Sana F... Show more

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RBC Financial Planning Networking Event

RBC Financial Planning Networking Event

0000050007 royal bank canadaBURNABY, British Columbia, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

RBC FINANCIAL PLANNING - ELEVATE YOUR CAREER

Join Canada's Largest Network of Accredited Financial Planners

Are you a CFP®, PFP®, or QAFP® professional looking for your next opportunity? Experience an exclusive networking evening hosted by RBC - connect with senior leaders and learn why top financial planners are choosing RBC.

What You'll Discover:

  • RBC Financial Planning – One platform, two roles:Relationship Financial Planner – Design tailor-made financial plans for your clients to help them reach their goalsAcquisition Financial Planner – Proactively acquire and onboard new clients to drive business growth
  • How RBC Financial Planners leverage cutting-edge technology to deepen client relationships
  • Competitive advantages of joining Canada's largest accredited planning team
  • Direct access to senior leadership

Event Details:

  • Date: Thursday, October 22, 2026
  • Time: 5:30 PM
  • Location: Vancouver, BC
  • Who Should Apply: Experienced financial professionals with CFP®, PFP®, or QAFP® designation (or actively working towards completion) and current IFIC or CSC credentials

Seating is limited, therefore only qualified registrants will receive confirmation of the event details via email for this invitation-only event.

Job SkillsAdaptability, Business Development, Client Centricity, Curious MindsetAdditional Job Details

Address:

City:

Country:

Work hours/week:

0

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-09-10

Application Deadline:

2026-10-21Note: 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.

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