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Financial Planner role in RDC, focusing on custom investment solutions and client acquisition. Fluency in Mandarin required.
Mid‑level position in Surrey, BC with competitive commission, flexible schedule, and comprehensive benefits.
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.
Mandarin language skills (fluency).
What will you do?
Provide tailor‑made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best‑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 through networking, marketing, and your centres of influence
What do you need to succeed?
- Must‑have
- Financial Planning Designation (PFP®, QAFP™ or CFP®)
- 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
- Mandarin language skills (fluency)
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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
Job Skills
Adaptabilidad, Client Centricity, Desarrollo de negocios, Mentalidad curiosa
Additional Job Details
- Address: 15795 CROYDON DR:SURREY
- City: Surrey
- Country: Canadá
- Work hours/week: 37.5
- Employment Type: Full time
- Platform: PERSONAL & COMMERCIAL BANKING
- Job Type: Regular
- Pay Type: Commission
- Posted Date: 2026-06-29
- Application Deadline: 2026-07-13
- Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.