Posted: June 25, 2026
Investment & Retirement Planner - RBC, Vancouver is listed at RBC in Vancouver, BC. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at RBC.
As an Investment and Retirement Planner with RBC in Vancouver, British Columbia, you will play a pivotal role in helping clients achieve their long-term financial goals. This dynamic opportunity involves developing strong relationships and providing tailor-made financial planning advice and investment solutions. You will create custom strategies for both prospective and existing RBC clients, supported by internal partners who provide valuable referrals. Your motivation to drive new investment sales will be crucial as you acquire and consolidate assets, connecting clients with the right RBC team members to continuously meet their evolving needs. This role offers unlimited earning potential, allowing you to create a future for yourself while making a significant impact on the financial well-being of individuals and contributing to the prosperity of our communities.
To succeed in this challenging yet rewarding Investment and Retirement Planning role at RBC, candidates must possess a Financial Planning Designation, such as PFP®, QAFP™, or CFP®, or be actively working towards its completion. A Mutual Funds License (IFIC or CSC) is also a must-have requirement. You should bring a minimum of two to three years of proven experience in a financial planning or advisor capacity, demonstrating strong networking and client acquisition skills. The ability to cultivate robust partner relationships within RBC and externally is essential for leveraging referrals and expanding your client base. Your expertise in delivering comprehensive investment solutions and strategic financial planning will be key to helping clients navigate their financial journeys effectively.
Joining RBC means becoming part of an organization that thrives on progressive thinking and collaboration to deliver trusted advice, helping clients thrive and communities prosper. As a full-time RBC employee in Vancouver, you will benefit from unlimited earning potential and comprehensive benefits. You will work within a dynamic, high-performing team, gaining access to a world-class training program in financial services that will further enhance your expertise in investment and financial planning. RBC is committed to an inclusive workplace where diverse perspectives drive innovation and create value for our clients and communities. Expand your limits and create a new future together at RBC, where we are guided by shared values of Client First, Integrity, Collaboration, Respect, and Excellence, winning together as One RBC.
