Shape a successful career as a Financial Planner with RBC, focusing on investment and retirement solutions in the Colwood area. Utilize your skills to provide clients with tailored financial strategies.

In this full-time role, you'll craft custom investment plans for RBC clients, actively engaging in networking and prospecting activities to expand your client base. Your efforts will be supported by RBC’s internal partners, ensuring you have the tools and resources to deliver best-in-class financial advice. Building solid relationships and utilizing mobile technology will be crucial to your success.

Key Responsibilities:
• Provide personalized financial investment strategies to clients
• Network to acquire new RBC clients and consolidate assets




• Partner with RBC teams to meet client needs
• Expand business through external referrals
• Use digital resources to enhance client interactions

Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 2 years in financial planning
• Strong client acquisition and networking capabilities
• Comfort with digital tools and mobile applications

Excel in delivering exceptional financial solutions with RBC in Colwood and help clients thrive financially.
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📌 RBC Financial Planner - Investment Focused (British Columbia)
🏢 RBC
📍 British Columbia