Financial Planner, Investment and Retirement Planning
Job in
New Westminster, Burnaby, BC, K3L, Canada
Listed on 2026-06-03
Listing for:
RBC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Wealth Management
Job Description & How to Apply Below
What is the opportunity?
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You are supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
What is the opportunity?This opportunity is for New Westminster.
What will you do?- Provide tailor-made financial planning advice and solutions using our 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
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
- Ability to cultivate strong partner relationships
- Digital savviness, ability to effectively utilize mobile applications
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.
- A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
- Address: 626 6 AVE: NEW WESTMINSTER
- City:
New Westminster - Country:
Canada - Work hours/week: 37.5
- Employment Type:
Full time - Platform: PERSONAL & COMMERCIAL BANKING
- Job Type: Regular
- Pay Type:
Commission - Posted Date:
- Final date to receive applications:
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