Royal Bank of Canada situated in 4640 LAKELSE AVE:TERRACE is seeking applications for the job position of Financial Planner, Investment and Retirement Planning who are enthusiastic and possess excellent interpersonal skills. The selected applicant must join and assume their responsibilities at the earliest. The employer is offering a full-time position.
Employer Name : Royal Bank of Canada
Position : Financial Planner, Investment and Retirement Planning
Salary : $87,000 - $160,000 CAD per year
Work hours/week : 37.5
Employment type : Full-time
Location : 4640 LAKELSE AVE:TERRACE
The candidate must provide personalized financial planning advice and solutions using RBC's wide range of investment and portfolio options, including top proprietary and selected third-party mutual funds.
The candidate will be responsible for acquiring new-to-RBC clients and consolidating existing client assets.
The candidate will be responsible for directing clients to the correct RBC team members to address their needs.
The candidate will be responsible for developing external business referral sources through networking, marketing, and personal contacts.
Job Requirements The candidate must hold a financial planning designation such as PFP®, QAFP™ or CFP®.
The candidate must have a Mutual Funds license, either IFIC or CSC.




The candidate must have at least 2 years of experience in financial planning.
The candidate must have strong networking and client acquisition skills.
The candidate must be able to build and maintain strong partner relationships.
The candidate must be digitally savvy and able to use mobile applications effectively.
The candidate will receive a total rewards program that includes versatile benefits, competitive commissions, and pension options.
The candidate will receive world‑class training and development programs to support career advancement.
The candidate will work with a dynamic, collaborative, high‑performing team where effort and initiative are recognized and rewarded.
The candidate will receive a flexible schedule that considers client needs and personal work/life balance.
The candidate will have access to innovative mobile technology to help ensure success.
Job Skills The candidate must be adaptable and able to adjust to changing situations.
The candidate must have skills in developing new business opportunities.
The candidate must have a client‑focused approach in all interactions.
The candidate must have a curious mindset and be eager to learn.

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📌 Financial Planner (British Columbia)
🏢 Tobermory
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