Financial Planner, Investment and Retirement Planning

Royal Bank of Canada; Richmond; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Richmond is seeking an Investment and Retirement Planner to deliver customized financial solutions. The ideal candidate will have strong networking skills, a financial planning designation, and fluency in Mandarin or Cantonese. This full-time position offers competitive commissions and a flexible work schedule, supported by a collaborative team environment.

Benefits

Flexible benefits

Competitive commission structure

Pension options

World-class training programs

Career development opportunities

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor‑made financial planning advice and solutions.
• Acquire and consolidate existing and new‑to‑RBC clients.
• Connect clients with the right RBC team members.

Skills

Financial Planning Designation (PFP®, QAFP™ or CFP®)

Mutual Funds License (IFIC or CSC)

Client acquisition skills

Networking skills

Digital savviness

Fluency in Mandarin or Cantonese

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.This is for current and upcoming opportunities. Mandarin / Cantonese language skills (fluency) required.

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
• Mandarin / Cantonese language skills (fluency) required

What’s in it for you?

• 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 Details

Address : 6400 NO 3 RD : RICHMOND

City : Richmond

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Pay Type : Commission

Posted Date : 2025-10-03

Application Deadline

2025-12-12 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At 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.