Investment Retirement Financial Planner

Investment and retirement planning expertise powers RBC client solutions across BC Interior and North locations. Build relationships while developing tailored investment strategies.

As an RBC Financial Planner, Investment and Retirement Planning, you create custom solutions for prospective and existing clients. You prospect, network, acquire assets, and work with internal partners receiving referrals. Your advice draws on investment and portfolio solutions, including proprietary and select third-party mutual funds, to support long-term goals.

• Create tailored investment and retirement planning solutions
• Acquire and consolidate existing and new-to-RBC assets
• Develop external referral sources through networking
• Use marketing and centres of influence to generate referrals
• Connect clients with suitable RBC team members

• PFP®, QAFP™ or CFP® Financial Planning Designation
• IFIC or CSC Mutual Funds License
• At least two years of financial planning experience
• Demonstrated networking and client acquisition abilities

Apply investment planning, prospecting, and relationship-building skills while helping RBC clients pursue long-term financial goals.