Financial Planner, Investment Retirement Planning

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 recent 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.

Location:

Vancouver Downtown market. Address: 1025 Georgia St W, Vancouver.

• 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

• 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

• Full‑time RBC employee status with unlimited earning potential and full perks
• Work with a dynamic, collaborative, progressive, and high‑performing team
• A world‑class training program in financial services
• Adaptable work/life balance options

• Employment Type:
  
  Full time
• Work hours/week: 37.5
• Pay Type:
  
  Commission

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

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