Financial planning expertise and client acquisition skills shape RBC opportunities across BC Interior and North locations. Choose between two expert planning paths.
As an RBC Financial Planner, you provide tailored advice, build relationships, and support clients' long-term goals. The Investment and Retirement Planning path emphasizes investment solutions, prospecting, referrals, and new sales. The Financial Planner path manages mass affluent portfolios through comprehensive reviews and holistic planning.
Key Responsibilities:
- Provide tailored financial planning advice and investment solutions
- Acquire and consolidate new and existing RBC clients
- Manage and expand a portfolio of mass affluent clients
- Develop referral sources through networking and marketing
- Connect clients with appropriate RBC team members
Requirements:
- Financial Planning Designation: PFP®, QAFPTM or CFP®
- Mutual Funds License through IFIC or CSC
- Minimum two years' financial planning experience
- Proven networking and client acquisition skills
Bring financial planning, networking, and relationship management expertise to RBC clients across British Columbia's Interior and North.
RBC Financial Planner BC Interior North in 100 Mile House employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
