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 creative 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
Solid 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