Shape your financial advising career as an Investment and Retirement Planner with RBC in West Kelowna. Leverage your expertise to create tailored investment solutions for clients, supported by a strong referral network.

This full-time role focuses on developing relationships with potential and existing RBC clients. You'll be responsible for providing custom financial planning advice and acquiring new clients while collaborating with internal partners. With your networking skills and focus on client satisfaction, you will help clients achieve their long-term financial goals.

Key Responsibilities:
• Provide tailored financial planning advice using diverse investment solutions
• Acquire and consolidate current RBC clients and assets
• Connect clients with appropriate RBC team members




• Develop referral sources through networking and marketing efforts
• Cultivate strong relationships with banking partners

Requirements:
• Financial Planning Designation (PFP®/QAFP™ or CFP®) preferred
• Mutual Funds License (IFIC or CSC) required
• Minimum 2 years’ experience in financial planning
• Excellent networking and client acquisition abilities
• Proven ability to build partnerships

Become an integral part of RBC’s mission to deliver exceptional financial advice while advancing your career.
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📌 Investment and Retirement Planner at RBC (British Columbia)
🏢 RBC
📍 British Columbia