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Financial Planner, Investment and Retirement Planning

Company: RBC

Location: new westminster, London

Posted: June 09, 2026

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Position Details

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. You are supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What is the opportunity?

This opportunity is for New Westminster.

What will you do?

  • Provide tailor-made financial planning advice and solutions using our 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 c...