Financial Planner, Investment and Retirement Planning
3 weeks ago
Financial Planner, Investment and Retirement Planning Join to apply for the Financial Planner, Investment and Retirement Planning role at RBC 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 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: 2025-11-28 Application Accepted Until: 11:59 PM on the day prior to the application deadline date above 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. 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. #J-18808-Ljbffr
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Wealth Planner: Tailored Investments
4 weeks ago
Abbotsford, Canada RBC Full timeA leading financial institution is seeking an Investment and Retirement Planner to create custom investment solutions and connect clients with RBC's internal teams for tailored advice. The ideal candidate has a Financial Planning Designation, at least 2 years of experience in financial planning, and proven client acquisition skills. This role offers flexible...
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Wealth Planner: Tailored Investments
4 weeks ago
Abbotsford, Canada RBC Full timeA leading financial institution is seeking an Investment and Retirement Planner to create custom investment solutions and connect clients with RBC's internal teams for tailored advice. The ideal candidate has a Financial Planning Designation, at least 2 years of experience in financial planning, and proven client acquisition skills. This role offers flexible...
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Abbotsford, Canada RBC Full timeA leading financial institution in Abbotsford seeks a Financial Planner specializing in Investment and Retirement Planning. You will create tailored investment solutions for clients while networking and collaborating with internal partners. Ideal candidates have strong financial planning designations, networking skills, and a minimum of 2 years' experience....
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Financial Planner, Scotia Financial Planning
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Entrepreneurial Financial Planner
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Abbotsford, Canada Scotiabank Full timeA major financial institution in Abbotsford is seeking a Financial Planner who will focus on developing client relationships within the mass affluent market. The ideal candidate has at least 3 years of experience in financial planning and investment sales, with strong networking and interpersonal skills. This role allows for flexibility in meeting clients...
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Investment Advisor
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Investment Advisor
4 weeks ago
Abbotsford, Canada RBC Dominion Securities Full timeOverviewInvestment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Here, you’ll find what you need for your career and life to make it yours! Responsibilities You have excellent people and...
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Investment Advisor
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Abbotsford, Canada Royal Bank of Canada Full timeJob Description Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
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Abbotsford, Canada Royal Bank of Canada Full timeJob Description Grow your business, your way – with RBC. As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
