Financial Planner

Position: Financial Planner Role at RBC
Join RBC as a Financial Planner in Abbotsford, Canada, and create impactful investment solutions. In this role, you will help clients achieve their long-term goals through customized financial planning.

As an integral part of RBC, your focus will be on crafting personalized solutions while effectively networking and sourcing new business. Collaborating with our expert teams, you’ll leverage an array of financial tools to provide tailored services and foster strong client relationships. Your ability to connect with clients, both new and existing, will be key to driving success.

Key Responsibilities:

• Create customized investment strategies tailored to clients

• Build and maintain strong client relationships

• Collaborate with RBC teams to address client needs

• Network to source external business referrals

Requirements:

• Financial Planning Designation (PFP, QAFP, or CFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 2 years’ financial planning experience

• Solid networking and client acquisition abilities

• Comfortable using digital technology

Deliver targeted investment advice and exceptional client service with RBC in Abbotsford.
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