Financial Planner - RBC, Vancouver

About this opportunity

As an RBC Investment and Retirement Planner in the Vancouver Downtown market, 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.

Key duties

• 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

Qualifications

• Financial Planning Designation (PFP, QAFP or CFP) or close to completing
• Mutual Funds License (IFIC or CSC)
• Minimum 2-3 years experience in financial planning/advisor role
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships

Who you'll work with

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. You will work with a dynamic, collaborative, progressive, and high-performing team dedicated to helping our clients thrive and communities prosper.

• 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
• Flexible work/life balance options