Financial Planner, Investment and Retirement Planning
2 weeks ago
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. #J-18808-Ljbffr
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Richmond, Canada RBC Full timeFinancial Planner, Investment and Retirement PlanningJoin to apply for the Financial Planner, Investment and Retirement Planning role at RBCWhat 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...
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Bilingual Financial Planner — Investments
1 week ago
Richmond, Canada RBC Full timeA financial services company in Richmond is looking for a Financial Planner, Investment and Retirement Planning. The ideal candidate will have a Financial Planning Designation and a Mutual Funds License. This role includes providing tailored financial solutions and requires fluency in Mandarin or Cantonese. The firm offers flexible benefits, competitive...
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Richmond, Canada Royal Bank of Canada> Full timeJob DescriptionWhat 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...
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RICHMOND, Canada Royal Bank of Canada Full timeJob 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...
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Richmond, British Columbia, Canada Royal Bank of Canada Full time $80,000 - $110,000 per yearJob DescriptionWhat 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...
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Financial Advisor, Investment
3 weeks ago
Richmond Hill, Canada Scotiabank Full timeAbout the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your...
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Financial Advisor, Investment
3 weeks ago
Richmond Hill, Canada Scotiabank Full timeAbout the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your...
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Investment & Retirement Planner
3 weeks ago
Richmond, Canada Scotiabank Full timeA leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized...
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Investment & Retirement Planner
3 weeks ago
Richmond, Canada Scotiabank Full timeA leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized...
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Richmond Hill, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Richmond Hill to manage client portfolios and provide trusted financial advice regarding investments and retirement planning. Candidates should have experience in financial planning, relevant certifications, and a collaborative approach to teamwork. This role offers a competitive compensation...
