Publié avant-hier
Financial Planner, Investment & Retirement Planning
@ Royal Bank of Canada
Markham, Ontario
En bref
Royal Bank of Canada is hiring a Financial Planner for investment and retirement planning in the Markham area. The role creates custom investment solutions for prospective and existing clients, acquires new assets, and builds referral networks. The posting states full-time, 37.5 hours per week, commission pay, and a flexible schedule based on client preferences.
Responsabilités :
- Provide tailor-made financial planning advice and investment solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members
- Develop external referral sources through networking and marketing
Résumé des exigences :
- Proficiency in Cantonese and/or Mandarin
- Financial planning designation (QAFP, PFP, CFP or CIFP)
- Mutual Funds licence (IFIC or CSC)
- Minimum 2 years in financial planning
- Proven networking and client acquisition skills
- Digital savviness with mobile applications
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · phenom
- Date publiée par l’employeur
- 2026-11-09
- Première détection par notre source
- 2026-11-10
- Mise à jour du dossier source
- 2026-11-11
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 37.5 |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | Cantonese, Mandarin |
| Permis et certifications | QAFP, PFP, CFP, CIFP |
| Avantages mentionnés | Horaire flexible, Régime de retraite, Prime de rendement, Formation payée |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
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.
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…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Public Company |
| Spécialités | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Offres sur Jobsy | 1 103 |
| Voir la page |
Job Description
*Please note this posting is for future opportunities in Markham area, and not specific to the location(s) listed*
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 centers of influence
What do you need to succeed?
Must-have
- Proficiency in Cantonese and/or Mandarin
- Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
- 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
RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Skills
Adaptability, Business Development, Client Centricity, Curious MindsetAdditional Job Details
Address:
330 DENISON ST:MARKHAMCity:
MarkhamCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
CommissionPosted Date:
2026-06-29Application Deadline:
2026-11-30Note: 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.
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