Financial Planner, Investment Retirement Planning

Royal Bank of Canada; Vancouver; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Full benefits

Dynamic team

World-class training program

Flexible work-life balance

Job summary

Royal Bank of Canada is seeking an Investment and Retirement Planner in Vancouver Downtown to build relationships, design custom investment solutions, and drive new sales with internal referrals and external networks.

You will provide tailored planning advice, consolidate assets, and collaborate with RBC partners to meet client needs while leveraging a world‑class training program and flexible work options.

Qualifications

• Must-have 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.

Responsibilities

• Provide tailor-made financial planning advice and solutions using RBC investment and portfolio solutions.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with RBC team members to meet ongoing needs.
• Develop external business referral sources through networking and marketing.

Skills

Networking

Client acquisition

Financial planning

Education

PFP, QAFP or CFP

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 is for the Vancouver Downtown market.

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 2-3 years’ experience in financial planning/advisor role
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships

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

Additional Job Details

• Address: VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVER City:
• VANCOUVER Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING Job Type:
• Regular Pay Type: Commission
• Commission Posted Date:
• Application Deadline: 2026-11-23 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above