Financial Planner, Investment and Retirement Planning

4 days ago

LANGFORD, 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 for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Westshore Community â Westshore, Island Hwy/Colwood and Sooke

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 centres of influence

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP®, QAFP⢠or CFP®)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 yearsâ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Digital Savviness, ability to effectively utilize mobile applications

Whatâs 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.

  • 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

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:

2945 JACKLIN RD:LANGFORD

City:

LANGFORD

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-06-14

Application Deadline:

2024-07-19

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.
âââââââ
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, Investment and Retirement Planning

    5 days ago

    Langford, Canada RBC - Royal Bank Full time

    Job 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...

  • Outbound Sales Representative

    7 days ago

    Langford, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 835 Langford Pkwy, Langford, British Columbia, V9B 4V5 **When you hire great people, great things can happen.** PC Financial offers unprecedented value to Canadians through payment products. We’re a different kind of bank with a different...

  • Outside Contract Sales

    1 month ago

    Langford, Canada Slegg Building Materials Full time

    **THE OPPORTUNITY** - Build strong customer relationships through jobsite visits, reliable call backs, follow up on deliveries and quotes, and manage job timelines to forecast and coordinate customer material needs. - Quote projects, enter delivery orders and place special orders. - Become a Slegg Ambassador in the building community by participating in...

  • Resident Manager

    4 weeks ago

    Langford, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...

  • Resident Manager

    2 weeks ago

    Langford, British Columbia, Canada Centurion Asset Management Full time

    Who We AreCenturion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion's success since 2003. Centurion Apartment Real Estate Investment Trust ("REIT") owns...

  • Resident Manager

    4 weeks ago

    Langford, Canada Centurion Asset Management Inc Full time

    Who We Are Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...

  • Resident Manager

    3 weeks ago

    Langford, Canada Centurion Asset Management Full time

    Who We Are Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion's success since 2003. Centurion Apartment Real Estate Investment Trust ("REIT") owns...

  • Forklift Operator

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    Summary  Slegg Building Materials is seeking a Full-Time Forklift Operator to join our team. The shifts are Tuesday - Saturday and the wage range is $20 - $25 per hour. (Tier 1; $20-$22.50, Tier 2; $22.50-$25). Responsibilities Act as an ambassador of the company with all employees and customers Maintain an emphasis on a safety culture, customer...

  • Cashier

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    **Summary** Slegg Building Materials is seeking a Part-Time Cashier to join our team. The shifts are between Monday - Saturday, 20-30 hours per week. The wage range is $19.75 - $21.75 per hour. **Responsibilities** - Act as an ambassador of the company with all employees and customers - Maintain an emphasis on a safety culture, customer service, and...

  • Transfer Truck Driver

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    Summary  Slegg Building Materials is seeking a Full-Time Transfer Truck Driver to work Monday to Friday 7am to 3:30pm. The pay range is $28 - $33 per hour based on experience. Responsibilities Complete pre-trip inspections Maintain an emphasis on a safety culture, customer service, and efficiency as top priorities Transport loads in a...

  • Cashier

    2 weeks ago

    Langford, British Columbia, Canada Slegg Building Materials Full time

    Summary Slegg Building Materials is seeking a Part-Time Cashier to join our team. The shifts are between Monday - Saturday, 20-30 hours per week. The wage range is $ $21.75 per hour. Responsibilities Act as an ambassador of the company with all employees and customers Maintain an emphasis on a safety culture, customer service, and efficiency as top...

  • Cashier

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    Summary Slegg Building Materials is seeking a Part-Time Cashier to join our team. The shifts are between Monday - Saturday, 20-30 hours per week. The wage range is $19.75 - $21.75 per hour.  Responsibilities Act as an ambassador of the company with all employees and customers Maintain an emphasis on a safety culture, customer service, and...

  • Transfer Truck Driver

    3 weeks ago

    Langford, Canada Slegg Building Materials Full time

    Summary  Slegg Building Materials is seeking a Full-Time Transfer Truck Driver to work Monday to Friday 7am to 3:30pm. The pay range is $28 - $33 per hour based on experience. Responsibilities Complete pre-trip inspections Maintain an emphasis on a safety culture, customer service, and efficiency as top priorities Transport loads in a...

  • Transfer Truck Driver

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    **Summary** Slegg Building Materials is seeking a Full-Time Transfer Truck Driver to work Monday to Friday 7am to 3:30pm. The pay range is $28 - $33 per hour based on experience. **Responsibilities** - Complete pre-trip inspections - Maintain an emphasis on a safety culture, customer service, and efficiency as top priorities - Transport loads in a...

  • Transfer Truck Driver

    2 days ago

    Langford, Canada Slegg Building Materials Full time

    **Summary** Slegg Building Materials is seeking a Full-Time Transfer Truck Driver to work Monday to Friday 7am to 3:30pm. The pay range is $28 - $33 per hour based on experience. **Responsibilities** - Complete pre-trip inspections - Maintain an emphasis on a safety culture, customer service, and efficiency as top priorities - Transport loads in a...

  • Sales Associate

    2 weeks ago

    Langford, British Columbia, Canada Slegg Building Materials Full time

    Summary Slegg Building Materials is currently seeking a Full-Time Sales Associate (Customer Service Sales) team member. The shifts are Tuesday - Saturday. We offer a competitive compensation package with a wage range of $20.50-$25 per hour, and Extended Health & Dental benefits start after 3 months. Responsibilities Act as an ambassador of the...

  • Sales Associate

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    Summary Slegg Building Materials is currently seeking a Full-Time Sales Associate (Customer Service Sales) team member. The shifts are Tuesday - Saturday. We offer a competitive compensation package with a wage range of $20.50-$25 per hour, and Extended Health & Dental benefits start after 3 months.  Responsibilities Act as an ambassador of the...

  • Sales Associate

    4 weeks ago

    Langford, Canada Slegg Building Materials Full time

    **Summary** Slegg Building Materials is currently seeking a Full-Time Sales Associate (Customer Service Sales) team member. The shifts are Tuesday - Saturday. We offer a competitive compensation package with a wage range of $20.50-$25 per hour, and Extended Health & Dental benefits start after 3 months. **Responsibilities** - Act as an ambassador of the...

  • Clerk Bakery-pt

    2 weeks ago

    Langford, Canada Thrifty Foods Full time

    **Requisition ID**: 183718 **Career Group**: Store Careers **Job Category**: Retail - Bakery **Travel Requirements**: 0 - 10% **Job Type**: Part-Time **Country**:Canada (CA) **Province**: British Columbia **City**: Langford **Location**: 9480 Belmont Thrifty Foods **Postal Code**: V9B 0W9 Embark on a rewarding career with Sobeys Inc., celebrated among...

  • Clerk Deli-pt

    4 weeks ago

    Langford, Canada Thrifty Foods Full time

    **Requisition ID**: 182817 **Career Group**: Store Careers **Job Category**: Retail - Deli **Travel Requirements**: 0 - 10% **Job Type**: Part-Time **Country**: Canada (CA) **Province**: British Columbia **City**: Langford **Location**: 9480 Belmont Thrifty Foods **Postal Code**: V9B 0W9 Embark on a rewarding career with Sobeys Inc., celebrated among...