More jobs:
Investment and Retirement Planner
Job in
Abbotsford, BC, Canada
Listed on 2026-08-13
Listing for:
RBC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Shape financial futures for clients as an RBC Investment and Retirement Planner. Utilize your expertise in financial planning and networking to offer tailored investment solutions.
RBC is seeking an experienced Investment and Retirement Planner.
Your role will focus on creating personalized financial strategies for clients, leveraging internal referrals and your networking strengths. By developing relationships and utilizing a diverse range of investment options, you'll help clients reach their long-term financial milestones.
Key Responsibilities:
• Provide customized financial planning and investment advice
• Acquire new clients and consolidate existing account assets
• Connect clients with relevant RBC team members
• Develop business referrals through networking and influence
Requirements:
• Financial Planning Designation (PFP®, QAFP™, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven networking and client acquisition abilities
• Digital savvy with mobile application usage
Become an integral part of RBC, utilizing your planning expertise to make a meaningful impact on clients' financial journeys.
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