RBC Retirement Planner in Abbotsford

RBC is seeking an ambitious Investment and Retirement Planner in Abbotsford, Canada.

Design custom investment solutions while leveraging strong internal support for client growth and acquisition.

In this role at RBC, you will craft personalized financial solutions that help clients reach their long‑term goals.

Networking and prospecting will be key components of your success, as you engage both prospective and existing clients. You will also utilize a vast array of financial planning tools and partner with dedicated team members to enhance your effectiveness.

Responsibilities

• Create customized investment strategies tailored to clients
• Build and maintain strong client relationships
• Collaborate with RBC teams to address client needs
• Network to source external business referrals

Requirements

• Financial Planning Designation (PFP, QAFP, or CFP)
• Mutual Funds License (IFIC or CSC)
  Apply for this Position