Unlock your potential with RBC as a Financial Planner in West Kelowna. Create innovative investment solutions that cater to client needs, while benefiting from a strong internal referral system.
As an RBC Financial Planner, you will focus on advising clients, driving investment sales, and expanding your client base. You'll utilize an extensive range of investment products and collaborate with other RBC specialists to enhance client satisfaction. Your proactive approach to client acquisition and networking will empower you in this energetic financial advisory role.
Key Responsibilities:
• Deliver customized financial planning solutions to clients
• Build and maintain client relationships for RBC




• Partner with team members to address client requirements
• Network to generate leads and referrals
• Foster business relationships with partner organizations
Requirements:
• Financial Planning Designation (PFP® or CFP®)
• Mutual Funds License (IFIC or CSC)
• 2+ years’ experience in financial planning
• Strong skills in networking and client engagement
• Ability to establish partnerships within RBC
Elevate your financial advisory skills while contributing to RBC’s commitment to client-first services.
#J-18808-Ljbffr

📌 Financial Planner Role at RBC Kelowna
🏢 RBC
📍 Kelowna