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.
Work environment
Home‑office/branch (hybrid).
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 recent‑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 must you have?
- Cantonese Mandarin language skills (fluency) required.
- Financial Planning Designation (PFP®, QAFP™ or CFP®) or close to completing.
- 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.
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.
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📌 Financial Planner, Investment and Retirement Planning - South Vancouver Market
🏢 RBC
📍 Vancouver
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