Financial Planner, Investment and Retirement Planning

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.

All candidates must have spoken and written fluency in Cantonese.

• 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 continuously meet their needs.
• Develop external business referral sources through networking, marketing, and your centres of influence.

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds Licence (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 utilise mobile applications.
• Fluency in Cantonese.

• 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 recognised and rewarded.
• A flexible work schedule based on client preferences and your own work‑life balance.
• Innovative mobile technology to ensure your success.

Adaptability, Business Development, Client Centricity, Curious Mindset.

Address: 681 Main St, Vancouver, Canada

Work hours per week: 37.5

Employment type:

Full time, Regular

Platform:
Personal & Commercial Banking

Pay type:

Commission

Posted Date: 2026‑03‑04

Final date to receive applications: 2026‑03‑19 (Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above).

At RBC, we are guided by shared values of Client First, Integrity, Collaboration, Respect and Excellence. We believe an inclusive workplace that values diverse perspectives is core to our growth. Our policies and programmes foster a workplace based on respect, belonging and opportunity for all.

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