Financial Planner, Investment and Retirement Planning (British Columbia)

Financial Planner, Investment and Retirement Planning (British Columbia)

31 Jul
|
RBC
|
British Columbia

31 Jul

RBC

British Columbia

What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
Job Description
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 through networking, marketing, and your centres of influence
What do you need to succeed? Must-have
Financial Planning Designation (PFP®, QAFP™ or CFP®) or close to completing
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




What’s in it for you? Full-time RBC employee status with unlimited earning potential and full advantages
Work with a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills Additional Job Details Address: 101 RED CEDAR DR:SPARWOOD
City: Sparwood
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Commission
Posted Date: 2026-07-27
Application Deadline: 2026-08-04
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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📌 Financial Planner, Investment and Retirement Planning (British Columbia)
🏢 RBC
📍 British Columbia

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