Elevate your financial career as an RBC Investment and Retirement Planner in Victoria, Canada. Empower clients with customized investment solutions and world-class financial guidance.

As an RBC Investment Planner, you will use your expertise in financial planning and client acquisition to support both existing and prospective clients. With a solid foundation in networking, you’ll develop business referrals and connect clients to our dedicated team members. Your role includes tailoring advice using top-tier investment solutions to help clients meet their long-term financial objectives.

Key Responsibilities:
• Provide customized financial planning advice using diverse investment solutions
• Acquire new RBC clients and consolidate existing assets




• Connect clients with suitable RBC team members
• Develop business referral sources through networking and marketing

Requirements:
• Financial Planning Designation (PFP®, QAFP™, CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Digital proficiency for effective mobile app utilization

Utilize your financial expertise to guide clients toward their goals at RBC in Victoria.
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📌 RBC Investment Planner Victoria (British Columbia)
🏢 RBC
📍 British Columbia