Portfolio management and holistic financial planning define RBC opportunities across BC Interior and North locations. Serve mass affluent clients through ongoing advice.

As an RBC Financial Planner, you manage and grow a portfolio of mass affluent clients. You complete comprehensive reviews of financial circumstances, provide tailored advice, and maintain long-term relationships through ongoing services. Investment, credit, and everyday banking solutions support client goals, while service-partner relationships help optimize referrals and local opportunities.

Key Responsibilities:

- Provide tailored financial planning advice and solutions
- Maintain and expand a client portfolio
- Conduct comprehensive reviews of client circumstances
- Build relationships with service partners and local markets
- Achieve performance targets through relationship management

Requirements:

- Financial Planning Designation: PFP®, QAFP™ or CFP®
- Mutual Funds License: IFIC or CSC
- Minimum two years’ experience in financial planning
- Proven client acquisition and networking skills

Use holistic planning, portfolio management, and client relationship expertise to deliver trusted RBC advice in British Columbia’s Interior and North.

📌 Mass Affluent Portfolio Financial Planner (Williams Lake)
🏢 RBC
📍 Williams Lake