Current jobs related to Financial Planner, Investment - Richmond - RBC - Royal Bank

  • Financial Planner and Investment Strategist

    1 month ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients...

  • Financial Planner and Investment Strategist

    1 month ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients...

  • Financial Planner, Investment and Retirement Planning Expert

    2 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job OpportunityAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be 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...

  • Investment Specialist

    5 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

  • Financial Planner

    1 month ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients...

  • Financial Planner

    1 month ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely issue...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely issue...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely execution of...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in supporting our top-producing Financial Planners in meeting sales objectives and related activities.Key ResponsibilitiesProvide exceptional client service through responsive communication and timely resolution of...

  • Financial Planner, Investment

    1 month ago

    RICHMOND, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.  Provide primarily responsive client...

  • Financial Planner, Investment

    1 month ago

    Richmond, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.  Provide primarily responsive client contact...

  • Financial Planner

    4 months ago

    richmond, Canada National Bank Full time

     A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positi

  • Financial Planner

    3 months ago

    Richmond, Canada National Bank Full time

    A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positiv

  • Financial Planner

    5 months ago

    Richmond, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, you will support top-producing Financial Planners in meeting sales objectives and related activities by providing value-added administrative services and support. You will provide responsive client contact management through telephone, fax, and email requests, develop relationships...

  • Financial Planner

    4 weeks ago

    Richmond, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, you will support top-producing Financial Planners in meeting sales objectives and related activities by providing value-added administrative services and support. You will provide responsive client contact management through telephone, fax, and email requests, develop relationships...

Financial Planner, Investment

2 months ago

Richmond, Canada RBC - Royal Bank Full time

Job Summary

Job Description

Position Purpose

Supports top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and e-mail requests. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

The work environment is a combination of branch and home office, depending on the needs of the Financial Planner, Investment and Retirement Planning.

Key Accountabilities:

  • Consistently provides superior responsive service to client fax/e-mail/telephone requests
  • Consistently provides superior responsive execution and delivery of client transactions/requests
  • Familiar with key referral sources, has strong organizational awareness and strong knowledge of mortgage and investment processes which facilitate solutions and problem resolution
  • Demonstrated personal commitment to ensure skills and knowledge are up-to-date

Knowledge/Experience:

  • To support the position of a mobile Financial Planner, Investment and Retirement Planning you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
  • Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
  • Excellent communication skills, oral/written skills, good business writing
  • Resourceful and able to work independently is required
  • You must be able to consistently provide superior responsive service to client requests in order to build customer loyalty and trust
  • You must be extremely well organized with the ability to multi-task and prioritize.
  • You are an energetic and enthusiastic team player who pays attention to detail
  • Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
  • Strong knowledge of the mortgage process and Home Financing products is an asset
  • Credit experience
  • Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset

Job Skills

Additional Job Details

Address:

6400 NO 3 RD:RICHMOND

City:

RICHMOND

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-09-18

Application Deadline:

2024-10-02

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.