At a Glance
- Tasks: Create custom investment solutions and build relationships with clients.
- Company: Join RBC, a leading bank focused on client success and community growth.
- Benefits: Unlimited earning potential, full benefits, and flexible work-life balance.
- Other info: Dynamic team environment with world-class training and career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Financial Planning Designation and 2 years of experience required.
The predicted salary is between 63000 - 77000 $ per year.
Join RBC's unique financial planning platform in one of two expert financial planning roles.
What is the opportunity?
As an RBC Financial Planner, Investment and Retirement Planning, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals.
This is for current and upcoming opportunities in locations in BC Interior/North.
What will you do?
- Provide tailor‑made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best‑in‑class proprietary and select third‑party mutual fund solutions.
- Acquire and consolidate existing and new‑to‑RBC clients and assets.
- Connect clients with the right RBC team members to help continuously meet their needs.
- Develop external business referral sources through networking, marketing, and your centres of influence.
What do you need to succeed?
Must-have
- Financial Planning Designation (PFP®, QAFP™ or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Full‑time RBC employee status with unlimited earning potential and full benefits.
- Work with a dynamic, collaborative, progressive, and high‑performing team.
- A world‑class training program in financial services.
- Flexible work/life balance options.
Job Skills: Business Development, Client Centricity, Communication, Long Term Planning.
Our Employment Opportunities:
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Join our Talent Community to stay in‑the‑know about great career opportunities at RBC. Expand your limits and create a new future together at RBC.
RBC Financial Planning in Williams Lake 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.
