Talent.com
Financial Planner, Investment and Retirement Planning
Financial Planner, Investment and Retirement PlanningRoyal Bank of Canada> • LADYSMITH, Canada
No longer accepting applications
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

Royal Bank of Canada> • LADYSMITH, Canada
24 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.

You must be mobile within the Cowichan region. (Mill Bay, Duncan & Ladysmith BC).

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

Additional Job Details

Address:

395 TRUNK RD:DUNCAN

City:

Duncan

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-03-27

Application Deadline:

2026-04-10

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, Investment and Retirement Planning • LADYSMITH, Canada

Similar jobs

Arithmetic Private Tutoring Jobs Ladysmith

SuperprofLadysmith, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Planning Forester

WeyerhaeuserCrofton, BC, Canada
Full-time

Weyerhaeuser Grande Prairie Timberlands is looking to add an experienced Planning Forester based out of our Timberlands office in in Grande Prairie, AB.Operational Planning of Harvest blocks and as...Show more

 • Promoted

House Sitter Wanted - House Sitter Needed In Chemainus, Bc – Earn $20 Daily For Caring For Our Home! Apply Now!

HouseSitter.comChemainus, British Columbia, Canada
Full-time

Hello! I'm a homeowner in the charming town of Chemainus, British Columbia, and I'm currently seeking a reliable house sitter.This role involves a few key responsibilities to keep my home running s...Show more

 • Promoted

Biology Private Tutoring Jobs Ladysmith

SuperprofLadysmith, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Wealth Planning Consultant – Remote-Eligible

CIBCDuncan, Canada
Remote
Full-time

A leading financial institution in Duncan is seeking a Financial Planning Consultant to provide expert financial planning counsel for high net worth clients.You will be responsible for analyzing po...Show more

 • Promoted

Fleet Data Analyst & Financial Insights

Morgan Corp.Duncan, BC, CA
Full-time

A leading construction firm in British Columbia seeks an Equipment Data Analyst responsible for monitoring fleet data and supporting financial decisions.The role involves analyzing costs, documenti...Show more

 • Promoted

Wealth Planning Consultant – Remote-Eligible (CFP)

CIBCDuncan, BC, CA
Remote
Full-time

A leading financial institution in Duncan is seeking a Financial Planning Consultant to provide expert financial planning counsel for high net worth clients.You will be responsible for analyzing po...Show more

 • Promoted

Finance Private Tutoring Jobs Duncan

SuperprofDuncan, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Earn extra income - Remote

AlmediaGaliano Island 9, British Columbia, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ...Show more

 • Promoted

Associate Financial Advisor

Canadian Imperial Bank of CommerceDuncan, BC, CA
Full-time

What you’ll be doing**As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives.As an Associa...Show more

 • Promoted

Senior Accountant: Financial Steward & Policy Expert

Shishalh NationSechelt, Sunshine Coast Regional District, CA
Full-time

A regional indigenous community is seeking a Senior Accountant to manage financial reports and budgets.The role requires strong service orientation, expertise in accounting principles, and experien...Show more

 • Promoted

Finance Private Tutoring Jobs Cobble Hill

SuperprofCobble Hill, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Indigenous Business Board Director | Strategy & Governance

Chartered Professional Accountants of British ColumbiaDuncan, BC, CA
Full-time

A First Nations community is seeking visionary leaders to serve as Directors for Quw’utsun Holdings General Partnership.This role involves governance of for-profit businesses aligned with cultural ...Show more

 • Promoted

Associative Financial Advisor Driving Client Financial Success

Canadian Imperial Bank of CommerceDuncan, BC, CA
Full-time

Become an Associate Financial Advisor and make a positive impact on client lives from a Banking Centre.You’ll discover their financial goals and create customized solutions that drive success and s...Show more

 • Promoted

Financial Planning Consultant

CIBCDuncan, BC, CA
Full-time

We’re building a relationship‑oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength...Show more

 • Promoted

Sales Representative - 60k / Year - Remote

Spade RecruitingLadysmith, British Columbia
Remote
Full-time
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 providin...Show more

 • Promoted

Arithmetic Private Tutoring Jobs Sechelt

SuperprofSechelt, Canada
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more

 • Promoted

Remote Sales (140K+ per year)

RogersDuncan, BC, Canada
Remote
Full-time

Experience & Qualifications:A minimum of 2 years of verifiable sales experience is required.Please note that general retail roles (e.Formal training in a recognized sales methodology (e.MEDDICC, SP...Show more