Financial Planner, Investment and Retirement Planning
Found in: Jooble CA O C2 - 2 weeks ago
Job Summary
As an RBC Investment and Retirement Planner in the Prince Albert, SK Market, 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 centers of influence
- Must-have: Financial Planning Designation (PFP or CFP or QAFP), 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, Fluent in English and a second language is an asset
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
- World-class training programs and career development opportunities
- The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
- A flexible work schedule based on client preferences and your own work/life balance
- Innovative mobile technology to ensure your success
- Adaptability, Business Development, Client Centricity, Curiosity
-
Financial Planner, Investment and Retirement Planning
Found in: Jooble CA O C2 - 2 weeks ago
Prince Albert, SK, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Prince Albert, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Prince Albert, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner in the Prince Albert, SK Market, 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...
-
Prince Albert, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner in the Prince Albert, SK Market, 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...
-
Prince Albert, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner in the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee jobs CA - 2 weeks ago
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee S CA - 3 weeks ago
PRINCE ALBERT, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: Talent CA C2 - 2 weeks ago
Prince Albert, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: Talent CA C2 - 2 days ago
Prince Albert, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee S CA - 2 weeks ago
PRINCE ALBERT, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee S CA - 2 weeks ago
Prince George, Canada RBC - Royal Bank Full timeJob Summary 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...
-
Prince George, Canada RBC - Royal Bank Full timeJob Summary 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...
-
Prince George, Canada RBC - Royal Bank Full timeJob Summary 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...
-
Prince George, Canada RBC - Royal Bank Full timeJob Summary 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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee S CA - 1 week ago
Prince Albert, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner In the Prince Albert, SK Market, 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...
-
Financial Planner, Investment and Retirement Planning
Found in: Jooble CA O C2 - 2 weeks ago
Prince George, BC, Canada RBC - Royal Bank Full timeJob Summary 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...
-
Financial planner, investment and retirement planning
Found in: Whatjobs CA C2 - 20 hours ago
Prince George, Canada Royal Bank Of Canada Full time*Job Summary* *Job Description* *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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee jobs CA - 3 weeks ago
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat 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...
-
Financial Planner, Investment and Retirement Planning
Found in: beBee S CA - 3 weeks ago
Prince George, Canada Royal Bank of Canada Full timeJob Summary Job Description 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...
-
Financial Planner, Investment and Retirement Planning
Found in: Jooble CA O C2 - 2 weeks ago
Prince George, BC, Canada Royal Bank of Canada Full timeJob Summary 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...
