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Financial Planner, Investment Retirement Planning

@ Royal Bank of Canada

Toutes ses offres Site Web

Vancouver, Colombie-Britannique

Temps plein2+ ans d’expérience
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En bref

Royal Bank of Canada is hiring a full-time Investment and Retirement Planner in its Vancouver Downtown market. The role builds custom investment solutions for prospective and existing clients, acquires new clients and assets, and generates referrals through networking. Pay is commission-based with unlimited earning potential, plus full benefits, at 37.5 hours per week.

Responsabilités :

  • Provide tailored financial planning advice and investment solutions
  • Acquire and consolidate new and existing clients and assets
  • Connect clients with the right RBC team members
  • Develop external referral sources through networking and marketing

Résumé des exigences :

  • Financial planning designation (PFP, QAFP or CFP) or close to completing
  • Mutual funds licence (IFIC or CSC)
  • Minimum 2-3 years in financial planning or advisor role
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships

Outils et compétences

Cold callingSalesFinancial planningCSC

Avantages mentionnés

Régime de retraite
Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-08
Première détection par notre source
2026-11-09
Mise à jour du dossier source
2026-11-09

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Heures par semaine37.5
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau, Chez les clients
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsPFP, QAFP, CFP
Avantages mentionnésHoraire flexible, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Royal Bank of Canada

Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/

Abonnés LinkedIn
932 626
Personnes associées sur LinkedIn
96 867
Bureaux déclarés
  • 200 Bay Street, Toronto, Ontario M5J 2J5, CA
  • 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
  • 2 Park St, Sydney, NSW 2000, AU
  • 100 Bishopsgate, London, England EC2N 4AA, GB
  • Persiaran Apec, Cyberjaya, Selangor 63000, MY
  • 60 S 6th St, Minneapolis, MN 55402, US
Catégories d’activité
  • Wealth Management
  • Commercial Lending
  • Finance
  • Banking
  • Payments
  • Asset Management
  • Insurance
  • Lending
  • Financial Services
  • Financial Exchanges
Autres noms enregistrés
  • Royal Bank of Canada
  • RBC
Spécialités
  • finance
  • banking
  • investing
  • insurance
  • financial planning
  • wealth management
  • and capital markets
Le profil indique une agence de recrutement
Non
Investissement total déclaré
22 251 000

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Toutes ses offres Site Web

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialToronto, Ontario
Type d’organisationPublic Company
Spécialitésfinancebankinginvestinginsurancefinancial planningwealth managementand capital markets
Offres sur Jobsy1 103
LinkedInVoir la page
Description

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you develop relationships with and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.


This position is for the Vancouver Downtown market.


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®) or close to completing
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2-3 years’ experience in financial planning/advisor role
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships

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:

VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-11-09

Application Deadline:

2026-11-23

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.

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