Rbc Financial Planner Surrey

Elevate your career with RBC as a Financial Planner in Surrey, Canada. Manage a portfolio of mass affluent clients while providing tailored financial planning advice and services.

As a Financial Planner at RBC, you will leverage your expertise to grow and maintain client relationships. Focused on comprehensive financial planning, you will employ a value-based relationship management approach. With solid networking skills and a passion for client success, you will achieve your performance targets while delivering top‑notch service.

Key Responsibilities

• Provide custom financial planning advice aligned with client goals
• Grow and maintain your portfolio through proactive client management
• Collaborate with service partners to enhance referrals and opportunities

Requirements

• Financial Planning Designation (PFP®, QAFP™, CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years in financial plannin...