Financial Planner, Investment and Retirement Planning

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. This position is for Kelowna/West Kelowna. 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: 3650 GOSSETT RD:WEST KELOWNA City: West Kelowna Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2026-08-17 Application Deadline: 2026-08-21 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Develop relationships with clients to provide custom investment and retirement planning solutions. Actively prospect for new business while collaborating with internal partners to manage client referrals.

Requires a minimum of 2 years of experience in financial planning and a relevant designation such as PFP, QAFP, or CFP. Candidates must also hold or be close to completing a Mutual Funds License.

• Full benefits • Training program

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial planning
• Investment sales
• Networking
• Client acquisition
• Relationship management
• Portfolio solutions
• Mutual funds
• Business development
• Investment Sales
• Influencing Skills
• Workplace Inclusivity
• Influencing Without Authority
• Sales Prospecting
• Commercial Banking
• Investments
• Certified Financial Planner
• Customer Acquisition Management
• Creativity
• Financial Services
• Financial Planning
• Marketing
• Innovation
• Mutual Funds

• Finance & Accounting
• Sales
• Customer Service & Support
• Financial Planner/Investment Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

38 heures par semaine