Investment & Retirement Planning Assistant
Chilliwack, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOERoyal Bank of Canada needs at least two years of service or sales support experience, strong customer service and written communication, and solid Microsoft Office skills. Candidates should be organized, able to multitask, and comfortable with digital tools like web meetings and digital banking.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Sales & Service Platform, RBCNet
Financial Planner, Investment Retirement Planning
Vancouver, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a financial planning designation (PFP, QAFP or CFP, or close to completing one) and a mutual funds licence (IFIC or CSC). They also need at least 2 to 3 years of financial planning or advisor experience, proven client acquisition and networking skills, and the ability to build strong partner relationships.
Cold calling, Sales, Financial planning, CSC
Financial Planner Investment and Retirement Planning
Sault Ste. Marie, ONRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a financial planning designation (QAFP, PFP or CFP), a mutual funds licence (IFIC or CSC) and at least 2 years of financial planning experience. Strong networking, client acquisition and partner relationship skills are required, along with comfort using mobile apps.
Mobile applications
RBC Open House Financial Planning | Wednesday January 13th, 2027
Montréal, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
2+ YOECandidates need a Financial Planning designation (IPF) or be completing it, a Mutual Funds licence (IFIC or CSC), and at least 2 to 3 years of financial planning experience. Bilingual English and French is required, along with strong networking and client acquisition skills.
Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS