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 robust 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.

📌 Investment And Retirement Planner At Rbc Kelowna (Canada)
🏢 RBC
📍 Canada