Join RBC's team as a Financial Planner in West Kelowna, focusing on customized investment solutions and client relationship management. This position offers unlimited earning potential.
As an RBC Investment and Retirement Planner, you will develop personalized investment plans for clients and actively engage in networking and prospecting activities. You’ll enjoy support from internal partners who refer clients and aid in achieving long-term goals through cutting-edge financial strategies.
Key Responsibilities: - Develop tailor-made financial planning solutions for clients - Acquire current clients and manage existing relationships - Collaborate with RBC team members to meet client needs - Establish external business referral sources through networking
Requirements: - Financial Planning Designation (PFP®, QAFP™, or CFP®) or nearing completion - Mutual Funds License (IFIC or CSC) necessary - 2+ years of financial planning experience - Proven ability to network and acquire clients - Solid partner relationship cultivation skills
Utilize your financial planning skills to drive success for RBC clients.#J-18808-Ljbffr

📌 Financial Planner Role At Rbc Winnipeg
🏢 RBC
📍 Winnipeg