RBC Careers 2025 – Financial Planner

Job Description:

As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. This position supports the North Surrey/Delta market.

Job Responsibilities:

• 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
• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

Job Requirements:

• Proven networking and client acquisition skills
• Mutual Funds License (IFIC or CSC)
• Ability to cultivate strong partner relationships
• Financial Planning Designation (PFP or CFP)
• Minimum 2 years’ experience in financial planning

Job Details:

Company: RBC

Vacancy Type: Full Time

Job Location: Surrey, British Columbia, Canada

Application Deadline: N/A

Apply Here

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