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Financial Planner, Investment and Retirement Planning

🏢
RBC
📍 vancouver, Canada
📍
Location vancouver
📅
Posted June 09, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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Job Description

Job Overview

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 position supports Vancouver East 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...

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📍 Location Details

🌆
City
vancouver
🗺️
Country
Canada
🚗
Commute
Local Area

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