Financial Planner, Investment and Retirement Planning

RBC; Abbotsford; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial service company is seeking an Investment and Retirement Planner in Abbotsford. This role focuses on creating customized investment solutions and fostering client relationships. You will acquire and consolidate new clients while leveraging internal support to meet their financial goals. Candidates must have relevant financial planning designations, a mutual funds license, and a minimum of 2 years of experience. Opportunities for professional development and a flexible work schedule are part of the offer.

Benefits

Comprehensive Total Rewards Program

World-class training programs

Flexible work schedule

Innovative mobile technology

Qualifications

• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.

Responsibilities

• Provide tailor-made financial planning advice and solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Develop external business referral sources through networking.

Skills

Networking skills

Client acquisition

Digital Savviness

Education

Financial Planning Designation (PFP®, QAFP™ or CFP®)

Mutual Funds License (IFIC or CSC)

Job description

Job Description

As an RBC Investment and Retirement Planner, you 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 drive for new investment sales will enable you to provide world‑class advice and solutions that help clients achieve their long‑term financial goals.

What will you do?

• 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.
• 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.

What do you need to succeed?

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

What’s in it for you?

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.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Job Details

Address: 31975 SOUTH FRASER WAY:ABBOTSFORD

City: Abbotsford

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-07-30

Application Deadline: 2025-12-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.