Financial Planner, Investment and Retirement Planning

Royal Bank of Canada (RBC) Department of Sales and Advisory based in RICHMOND, BC is inviting applications from suitable candidates for the position of Financial Planner. Royal Bank of Canada’s (RBC) Division of Sales and Advisory stands as a pivotal participant in financial services, furnishing customized solutions for clients. The division addresses varied financial requirements, encompassing investments, mortgages, and wealth management. The division assumes a vital function in RBC’s mission to enable clients in realizing their financial objectives. The candidates selected for the vacancy will be required to start the work as soon as possible.

Job Description:

Employer Name: Royal Bank of Canada (RBC)
Department: Sales and Advisory
Organization: Personal and Commercial Banking
Position: Financial Planner, Investment and Retirement Planning
No of Vacancies: 1
Salary: Salary is not mentioned, $30.00-$35.00 hourly estimated salary
Pay Type: Commission
Employment Type: Regular
Location: RICHMOND, BC, CA
Job Location: 8171 ACKROYD RD:RICHMOND
Work hours/week:
Schedule: Full time
Requisition ID/Job ID: R-0000078335


Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have minimum 2 years’ experience in financial planning

Other Requirements:

  • The candidates should possess a Financial Planning Designation (PFP®, QAFP™, or CFP®)
  • The candidates should hold a Mutual Funds License (IFIC or CSC)
  • The candidates should have proven networking and client acquisition skills
  • The candidates should demonstrate the ability to cultivate strong partner relationships
  • The candidates should exhibit digital savviness and the ability to effectively utilize mobile applications
  • The candidates should demonstrate adaptability and business development skills
  • The candidates should prioritize client centricity and possess curiosity


  • The candidates should be able to create custom investment solutions for prospective and existing RBC clients
  • The candidates should be able to engage in prospecting and networking activities to drive new investment sales
  • The candidates should be able to receive full support from internal partners who send client referrals their way
  • The candidates should be able to leverage their creativity, motivation, and drive to provide world-class advice and solutions that help clients achieve their long-term financial goals
  • The candidates should be able to provide tailor-made financial planning advice and solutions utilizing an unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • The candidates should be able to acquire and consolidate existing and new-to-RBC clients and assets
  • The candidates should be able to connect clients with the right RBC team members to help continuously meet their needs
  • The candidates should be able to develop external business referral sources through networking, marketing, and leveraging their centers of influence


  • The candidate will get a Total Rewards Program, including competitive compensation, bonuses, and flexible benefits
  • The candidate will get world-class sales training, coaching, and development opportunities
  • The candidate will get support from a dynamic, collaborative, progressive, and high-performing team
  • The candidate will get world-class tools and training.
  • The candidate will get opportunities for great success and career growth with RBC

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.

Apply Online




We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!

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