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RBC

Financial Planner

RBC

. Develop relationships with prospective and existing RBC clients and create custom investment solutions .

Posted 10/14/2026full-timeSurrey • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client relationship management, with a strong focus on networking and client acquisition to drive investment sales and achieve performance targets.

Highest-signal resume keywords
Financial Planning DesignationMutual Funds LicenseClient Acquisition SkillsPortfolio ManagementNetworking

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial PlanningInvestment SolutionsPortfolio ManagementCredit ProductsBanking Products
Soft Skills
Relationship ManagementCommunicationNetworking
Certifications & Qualifications
PFP®QAFP™CFP®IFICCSC
Industry Keywords
Mass Affluent ClientsInvestment SalesClient ReferralsValue-Based Relationship ManagementFinancial Circumstances

About the role

Key responsibilities & impact
  • Develop relationships with prospective and existing RBC clients and create custom investment solutions
  • Prospect and network to drive new investment sales, supported by internal client referrals
  • Manage and grow a portfolio of mass affluent clients
  • Provide ongoing comprehensive reviews of clients’ financial circumstances
  • Provide tailor-made financial planning advice and solutions across investment, portfolio, credit, and everyday banking products
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the appropriate RBC team members
  • Develop external business referral sources through networking, marketing, and centres of influence
  • 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 their long-term goals

Requirements

What you’ll need
  • 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

Comp & perks
  • Unlimited earning potential
  • Full benefits
  • Dynamic, collaborative, progressive, and high-performing team
  • World-class training program in financial services
  • Flexible work/life balance options
  • Commission + Variable Incentive for the Financial Planner, Investment and Retirement Planning role
  • Base plus variable compensation for the Financial Planner role