Financial Planner, Investment and Retirement Planning

RBC • abbotsford, fraser valley regional district, Canada • Posted June 27, 2026

Location abbotsford, fraser valley regional district
Job Type Full-time
Category Other-General
Posted June 27, 2026

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 cen...

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