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Job Title


Financial Planner, Investment and Retirement Planning


Company : RBC


Location : Abbotsford, Fraser Valley Regional Distric


Created : 2026-01-17


Job Type : Full Time


Job Description

Job Description 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 worldclass advice and solutions that help clients achieve their longterm financial goals. What will you do? Provide tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including bestinclass proprietary and select thirdparty mutual fund solutions. Acquire and consolidate existing and newtoRBC 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? Musthave 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 Whats 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. A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options. Worldclass training programmes and career development opportunities. The advantage of working with a dynamic, collaborative, and highperforming team where initiative and hard work are recognised and rewarded. A flexible work schedule based on client preferences and your own work/life balance. Innovative mobile technology to ensure your success. 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: 2026-01-13 Application Deadline: 2026-01-30 Note: Applications will be 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 theknow about great career opportunities at RBC. Sign up and get customised 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 wellbeing 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. #J-18808-Ljbffr