Financial Planner, Investment and Retirement Planning

RBC; Vancouver; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as an Investment and Retirement Planner, where you'll craft personalized investment solutions for clients. In this dynamic role, you'll leverage your Mandarin fluency and financial expertise to build strong client relationships and achieve their long-term financial goals. Enjoy the flexibility of a hybrid work environment while collaborating with a high-performing team. With a focus on growth and community impact, this role offers comprehensive training, competitive commissions, and a supportive atmosphere that values innovation and work-life balance. Seize this opportunity to make a meaningful difference in clients' lives.

Benefits

Comprehensive Total Rewards Program

World-class training

Flexible work schedule

Innovative mobile technology

Qualifications

• Fluency in Mandarin is essential for client interactions.
• Must have a Financial Planning Designation or nearing completion.

Responsibilities

• Provide tailored financial planning advice using investment options.
• Acquire and consolidate clients and assets for RBC.

Skills

Mandarin fluency

Financial Planning Designation (PFP, QAFP, or CFP)

Mutual Funds License (IFIC or CSC)

Networking skills

Client acquisition skills

Digital savviness

Education

Financial Planning Designation

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You will be 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 to help clients achieve their long-term financial goals.

Work environment is home-office/branch (hybrid).

Mandarin language skills (fluency) required.

What will you do?

• Provide tailored financial planning advice and solutions using our investment and portfolio options, including proprietary and third-party mutual funds.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the appropriate RBC team members to meet their needs.
• Develop external business referral sources through networking and marketing.

What do you need to succeed?

Must-have

• Fluency in Mandarin.
• Financial Planning Designation (PFP, QAFP, or CFP) or near completion.
• 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 and effective use of mobile applications.

What’s in it for you?

We value growth, collaboration, and community impact. Our benefits include:

• A comprehensive Total Rewards Program with benefits, competitive commissions, and pension options.
• World-class training and career development.
• A dynamic, collaborative, and high-performing team environment.
• Flexible work schedule based on client needs and work/life balance.
• Innovative mobile technology to support your success.

Job Skills

Additional Job Details

Address: 8585 GRANVILLE 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: 2025-05-06

Application Deadline: 2025-06-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we promote diversity and inclusion, fostering a workplace where employees feel supported, collaborate effectively, and grow professionally. We are committed to policies that promote respect, belonging, and opportunity for all.

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