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 innovative financial strategies. Key Responsibilities:

- Develop tailor-made financial planning solutions for clients
- Acquire recent 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
- Strong partner relationship cultivation skills Utilize your financial planning skills to drive success for RBC clients.

📌 Financial Planner Role at RBC (West Kelowna)
🏢 RBC
📍 West Kelowna