Financial Planner
Job Description & How to Apply Below
Elevate your career with RBC as a Financial Planner in Surrey, Canada. Manage a portfolio of mass affluent clients while providing tailored financial planning advice and services.
As a Financial Planner at RBC, you will leverage your expertise to grow and maintain client relationships. Focused on comprehensive financial planning, you will employ a value-based relationship management approach. With solid networking skills and a passion for client success, you will achieve your performance targets while delivering top‑notch service.
Key Responsibilities- Provide custom financial planning advice aligned with client goals
- Grow and maintain your portfolio through proactive client management
- Collaborate with service partners to enhance referrals and opportunities
- Financial Planning Designation (PFP®, QAFP™, CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years in financial planning
- Robust networking and client acquisition skills
- Proven relationship management abilities
Utilize your financial acumen and relationship skills to deliver world‑class advice as part of the RBC team.
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