Financial Planner, Investment & Retirement Planning - North Okanagan

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

Job summary

A leading financial institution in Vernon seeks an Investment and Retirement Planner to provide customized financial planning solutions for clients. This role emphasizes relationship building and client acquisition, requiring a Financial Planning Designation and mutual funds license. With a full-time status and unlimited earning potential, candidates will thrive in a collaborative environment. Join a team that values progressive growth and community impact.

Benefits

Unlimited earning potential

Full benefits

World-class training program

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.
• Develop external business referral sources through networking.

Skills

Financial Planning

Client Acquisition

Networking

Relationship Building

Education

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

Mutual Funds License (IFIC or CSC)

Job description

What is the opportunity?

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.

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®) or close to completing
• 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

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.

Full‑time RBC employee status with unlimited earning potential and full benefits

Work with a dynamic, collaborative, progressive, and high‑performing team

A world‑class training program in financial services

Job Skills

Additional Job Details

Address: 2306 HWY 6:VERNON

City: Vernon

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2025-12-08

Application Deadline: 2025-12-12

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

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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