Financial Planner

4 days ago

Kelowna, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

You must have experience providing financial planning to clients.

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP®, QAFP™ or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network

What's in it for you?

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.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

1840 COOPER RD:KELOWNA

City:

KELOWNA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-26

Application Deadline:

2024-07-02

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.

  • Financial Planner

    1 week ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    Requisition ID: 200738Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest...

  • Financial Planner

    13 hours ago

    KELOWNA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    1 week ago

    Kelowna, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    4 weeks ago

    Kelowna, Canada Scotiabank Full time

       Requisition ID: 200738Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Financial Planner

    2 weeks ago

    Kelowna, Canada Scotiabank Full time

    Requisition ID: 201092 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, British Columbia, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional Manager...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada MD Financial Management Full time

    Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the...

  • Planner III

    1 week ago

    Kelowna, Canada Westbank First Nation Inc. Full time

    Located within the traditional unceded territory of the syilx people, Westbank First Nation is a progressive and prosperous self-governing First Nation. The Okanagan Valley truly has it all, including a great climate, stunning scenery, world-class ski resorts, golf courses, wineries and beaches.Westbank First Nation values diversity and we are committed to...

  • Planner III

    1 week ago

    Kelowna, Canada Westbank First Nation Inc. Full time

    Located within the traditional unceded territory of the syilx people, Westbank First Nation is a progressive and prosperous self-governing First Nation. The Okanagan Valley truly has it all, including a great climate, stunning scenery, world-class ski resorts, golf courses, wineries and beaches.Westbank First Nation values diversity and we are committed to...

  • Financial Planner, Investment Specialist

    4 weeks ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189613 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    4 weeks ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189613 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    1 month ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189613 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    1 month ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189613 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planner, Investment Specialist

    1 month ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189613 Join the Global Community of Scotiabankers to help customers become better off. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the...

  • Financial Planning Consultant

    1 week ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. Reporting to the Regional Manager you will Contribute to the overall success of the...

  • Investment Counsellor

    3 weeks ago

    Kelowna, Canada BMO Financial Group Full time

    294 Bernard Avenue Kelowna British Columbia,V1Y 6N4 Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior...

  • Senior Financial Advisor

    2 weeks ago

    Kelowna, Canada MD Full time

    Requisition ID: 201091Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna.Reporting to the Regional Manager you...

  • Senior Financial Advisor

    4 days ago

    Kelowna, Canada Scotiabank Full time

        Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Financial Consultant to join our team. in Kelowna. Reporting to the Regional...

  • Senior Financial Advisor

    1 week ago

    Kelowna, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 201091 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and...