Data editor creating personal finance journalism for The Globe and Mail. Analyzing data and building tools for consumer - focused stories across digital platforms.
About the role
- RBC financial planner advising BC Interior and North clients on investment, retirement, credit, and banking solutions. Building portfolios, referrals, and long-term client relationships.
Responsibilities
- Develop relationships with and create custom investment solutions for prospective and existing RBC clients
- Prospect and network to drive new investment sales
- Provide financial planning advice and investment, portfolio, credit, and everyday banking solutions
- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members to meet their needs
- Develop external business referral sources through networking, marketing, and centres of influence
- Actively maintain and expand client portfolios using value-based relationship management practices
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
- Achieve performance targets and help clients reach long-term financial goals
Requirements
- 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
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- A world-class training program in financial services
- Flexible work/life balance options
- Commission + Variable Incentive for the Investment and Retirement Planning role
- Combination of base plus variable compensation for the Financial Planner role
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Financial Analyst optimizing cost accounting, transfer pricing, and plant performance for IKO, a Canadian roofing and building - materials manufacturer. Supporting budgets, forecasts, inventory control, and profitability reporting across 22 facilities.
Senior Financial Analyst supporting project budgets, invoicing, revenue recognition, and general ledger activities for Precision for Medicine’s clinical - trial solutions.
Senior Financial Analyst supporting clinical trial budgets, invoicing, revenue recognition, and general ledger close. Serving Precision Medicine Group’s Clinical Solutions Finance team across the Americas.
RBC financial planner advising British Columbia clients on investments, retirement, credit, and everyday banking. Building portfolios, referrals, and long - term client relationships.
RBC financial planners delivering tailored investment, credit, and banking advice across British Columbia markets. Building client portfolios, referrals, and long - term financial relationships.
Investment Analyst intern researching industries, forecasting financials, and building valuation models for Letko Brosseau, a Canadian global investment manager. Presenting rigorous recommendations to the investment team.
Senior Financial Analyst optimizing Sun Life Canada’s expense planning, reporting, and financial models. Supporting budgeting, forecasting, variance analysis, and Finance transformation as a trusted advisor.
Financial Planner advising BMO customers on investments, retirement savings, and banking solutions. Building relationships, generating referrals, and delivering needs - based financial guidance.
Financial Analyst supporting accounting, reconciliations, forecasting, and reporting at Metergy, a utility submetering technology company. Improving controls and financial processes for building utility services.