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Financial Planner, Investment & Retirement Planning - North Okanagan
Descripción de la vacante
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.
Servicios
Formación
- Minimum 2 years’ experience in financial planning.
- Proven networking and client acquisition skills.
- Ability to cultivate strong partner relationships.
Responsabilidades
- Provide tailor-made financial planning advice and solutions.
- Acquire and consolidate existing and new-to-RBC clients.
- Develop external business referral sources through networking.
Conocimientos
Educación
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.
- 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
- 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
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.
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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