Financial Planner, Investment and Retirement Planning
Vancouver, British Columbia, Canada · On-site
Mid level$22M raised
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 pro…
Job Description What is the opportunity? The Market & Counterparty Credit Risk (MCCR) group is responsible for defining and implementing an effective risk framework and governance structure for RBC & its subsidiaries and…
Skills: Market Risk, CCAR Stress Testing, Python, SQL, Data Pipelines
City of Edinburgh, Scotland, United Kingdom · Hybrid
Senior+$22M raised
Job Description What is the opportunity? At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailore…
Skills: Business Development, Client Centricity, Communication, Long Term Planning, Financial Planning
Job Description What is the opportunity? We are seeking an experienced Quality Assurance Manager to lead our Quality Engineering automation efforts within the Solution Acceleration & Innovation Team. This role combines h…
Skills: iOS Automation, Backend API Testing, Java, Python, XCUITest
Job Description What is the opportunity? Our client is a specialist provider of asset services, custody, payments and treasury services. Founded in 1864, they are the 10th largest bank worldwide and the 5th in North Amer…
Job Description What is the opportunity? RBC Global Asset Management (RBC GAM), a North American-based asset manager with global scope and industry leading investment management capabilities. RBC GAM manages approximatel…
Skills: AI Adoption, Prompt Engineering, Context Engineering, Python, Statistical Skills
Job Description This role resides within the U.S. Capital Adequacy Function (Team). The Team is responsible for managing the IHC’s regulatory capital and Risk Weighted Assets (RWA) calculations and reporting under US Bas…
Skills: Accounting, Business Mathematics, Decision Making, Detail-Oriented, Financial Planning and Analysis (FP&A)
Job Description WHAT IS THE OPPORTUNITY? This role serves as the primary support and trusted partner to the U.S. Controller, providing day-to-day leadership across financial reporting, governance, controls, accounting, a…
Skills: Accounting, Accounting Finance, Decision Making, Financial Planning and Analysis (FP&A), Long Term Planning
Job Description What Will You Do? Execute web and mobile application testing with a focus on digital crime scenarios in mature production environments.Actively participate in the full lifecycle of projects — from idea de…
Job Description Ensuring accuracy, validity and completeness of all documentation necessary to meet organizational, industry, and governmental regulatory requirements.Conducting interviews with subject matter experts to …
Job Description What is the opportunity? As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving te…
Job Description What is the opportunity? As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize o…
Skills: People Management, Mutual Funds Sales, Client Relationship Management, Talent Management, Digital Enablement
Job Description What is the opportunity? As a Senior Client Representative, you will be supporting the Entitlement Services Support team (ESS) which resides in the Client Management group of RBC Investor Services (IS). T…
Skills: Active Learning, Adaptability, Communication, Customer Communications, Customer Service
Associate, Global Investment Banking, Reservoir Engineer, Energy Group
Houston, Texas, United States · On-site
Mid level$22M raised
Job Description Job Description What is the Opportunity? We are looking for a highly motivated Reservoir Engineer with petroleum engineering experience preferably with an oil and gas operator. You will work in a fast-pac…
Job Description The CM Canadian Regulatory Services group is responsible for ensuring the ever changing regulatory reporting requirements imposed by various global Regulators for OTC Derivatives are successfully implemen…
Skills: Audits, Compliance, Communication, Critical Thinking, Data Gathering Analysis
Job Description What is the opportunity? Lead data-driven transformation within RBC's Identity & Access Management function. As Director Identity Intelligence (Global Security), you'll bridge strategy and execution by tr…
Job Description What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clien…
Job Description What is the opportunity? Senior Operations Initiative Lead role is responsible for representing Client Acquisition & Service operational teams on initiatives aligned with the Insurance & Operations strate…
Skills: Business Appraisals, Business Process Design, Decision Making, Group Problem Solving, Interpersonal Relationship Management
Job Description What is the opportunity? This is an exciting, high-impact opportunity for people and project-minded leaders. The Director, Global Tax Operations is a senior position overseeing key teams in RBC Wealth Man…
Job Description Business Analysis & Problem Solving Collaborate with business units to understand, document, and prioritize requirements, challenges, and opportunitiesAnalyze complex fund administration processes to iden…
Skills: Accounting, Agile Methodology, Business Data Analysis, Business Process Modeling, Change Management
Financial Planner, Investment and Retirement Planning
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
professional certificate
Full Benefits, World-class Training Program, Flexible Work/life Balance Options
Posted 31d ago
Apply by Jul 22
~38 hrs/week
Responsibilities
Develop custom investment and retirement solutions for RBC clients while actively prospecting for new business. Collaborate with internal partners and external referral sources to grow assets and provide world-class financial advice.
Requirements
Requires a minimum of 2 years of financial planning experience and a Mutual Funds License (IFIC or CSC). Candidates must hold or be close to completing a financial planning designation such as PFP, QAFP, or CFP.
Full job 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 support Vancouver East market.
Punjabi language skills considered an asset.
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 years’ experience in financial planning
Proven networking and client acquisition skills
Ability to cultivate strong partner relationships
Punjabi language skills (fluent) considered an asset
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:
6509 MAIN ST: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:
2026-02-23
Application Deadline:
2026-07-22
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.
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/
Offices: 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
financebankinginvestinginsurancefinancial planningwealth managementand capital marketsWealth ManagementCommercial LendingFinance
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/
Offices: 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
financebankinginvestinginsurancefinancial planningwealth managementand capital marketsWealth ManagementCommercial LendingFinance