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
• Solid 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