As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and helping them achieve long‑term goals through superior advice and expert financial planning.n
Responsibilities
Provide tailored financial planning advice and help clients reach their goals using RBC’s investment, credit, and everyday banking solutions.
Actively grow, expand and maintain your portfolio of clients through value‑based relationship management and achieve performance targets.
Build and nurture relationships with service partners and local markets to optimize business opportunities and referrals.
Qualifications (Must‑have)
Financial Planning Designation (PFP®, QAFP™ or CFP®).
Mutual Funds License (IFIC or CSC).
Minimum 3 years’ experience in financial planning.
Strong financial acumen, proven networking, client acquisition, and relationship‑management skills,
along with a track record of partnership and collaboration.
Ability to create a market presence, build COI relationships, and cultivate strong partner relationships.
Nice to Have
Ability to be mobile throughout the market.
Perks
Full‑time RBC employee status with unlimited earning potential and full advantages.
Opportunity to work with a agile, collaborative, progressive, and high‑performing team.
A world‑class training program in financial services.
Flexible work/life balance options.
Job Skills
Business Development
Client Centricity
Communication
Long‑Term Planning
Job Details
Location: 2255 Oak Bay Ave, Oak Bay, Canadan
Work Hours/Week: 37.5
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Employment Type: Full time
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Platform: Personal & Commercial Banking
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Job Type: Regular
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Pay Type: Salaried
Apply on Kit Job: kitjob.ca/job/2jorvn
📌 Financial Planner Oak Bay
🏢 RBC
📍 Oak Bay
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