Elevate your career as an Investment and Retirement Planner with RBC in West Kelowna. Build client relationships and create tailored investment solutions to achieve financial goals.

This full-time role involves developing connections with prospective and existing RBC clients while receiving support for client referrals from internal partners. Candidates should possess financial planning designations like PFP®, QAFP™, or CFP® and have solid networking abilities to drive investment sales effectively.

Key Responsibilities:
• Provide customized financial planning advice and investment solutions
• Acquire and consolidate clients and assets for RBC
• Connect clients with appropriate RBC team members
• Develop business referral sources through networking and marketing

Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®) preferred
• Mutual Funds License (IFIC or CSC) required
• Minimum 2 years’ experience in financial planning
• Proven skills in networking and client acquisition
• Strong relationship-building abilities with partners

Bring your financial expertise to RBC and help clients thrive.
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📌 Investment Planner in West Kelowna (British Columbia)
🏢 RBC
📍 British Columbia