Financial Planner, Investment and Retirement Planning

RBC; Williams Lake; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

Flexible schedule

Training & development

Job summary

RBC invites applications for an Investment and Retirement Planner in British Columbia. You will create custom investment solutions for RBC clients, prospect, and network with internal partners who send referrals, delivering world-class advice to help clients achieve long-term financial goals.

You will provide tailored planning, acquire clients and assets, connect clients with the right RBC experts, and develop external referrals through marketing and relationship-building.

Qualifications

• Must hold Financial Planning Designation (PFP, QAFP or CFP).
• Mutual fund license (IFIC or CSC) required.
• Minimum 2 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Digital savviness; proficient with mobile apps.

Responsibilities

• Provide tailor-made financial planning advice and solutions using RBC’s investment and portfolio solutions.
• Acquire and consolidate existing and new RBC clients and assets.
• Connect clients with the right RBC team members to meet their ongoing needs.
• Develop external business referral sources through networking and marketing.

Skills

Networking

Client acquisition

Digital savviness

Education

PFP

QAFP

CFP

Tools

Mutual Funds License (IFIC/CSC)

Job description

What is the opportunity? 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?

• 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

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

• Address: 200 BIRCH AVE:100 MILE HOUSE
• City: 100 Mile House
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: PERSONAL & COMMERCIAL BANKING
• Job Type: Regular
• Pay Type: Commission
• Posted Date: 2026-07-10
• Application Deadline: 2026-10-30

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.