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 strong 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 • Solid relationship-building abilities with partners

Bring your financial expertise to RBC and help clients thrive. #J-18808-Ljbffr

📌 Investment Planner in West Kelowna (Winnipeg)
🏢 RBC
📍 Winnipeg