Financial Planner Investment Retirement Planning

3 weeks ago


New Minas, Canada RBC - Royal Bank 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.

    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® or CFP®)
    • 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

    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.

    • 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

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:

9238 COMMERCIAL ST:KINGS

City:

KINGS

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-04-25

Application Deadline:

2024-05-09

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 Advisor

    2 weeks ago


    New Westminster, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • New Minas, Canada Bruce Automotive Group Full time

    **Bruce Hyundai in New Minas is looking for a self-motivated Financial Services Manager to join their busy team!** The Opportunity: As an essential member of the Sales Team, you will be responsible to obtain financing for customers for their vehicle purchases and recommending insurance and service packages to fit their needs. You will work closely with...

  • Financial Advisor

    4 weeks ago


    New Tecumseth, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • New Westminster, Canada City of New Westminster Full time

    **New Westminster, British Columbia**: **Number of Openings**: 1 **Hours per Week**: 37.5 hours per week. **Employee Group**: Exempt **Location**: City Hall: 511 Royal Ave **Competition #**: 425 **Additional Details**: The Deputy Director, Planning, is part of the Department’s leadership team and provides senior level support and direction to the City’s...

  • Financial Advisor

    5 days ago


    New Tecumseth, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • New Westminster, Canada Newwestcity Full time

    The Deputy Director, Planning, is part of the Department’s leadership team and provides senior level support and direction to the City’s Planning Division. The Deputy Director works in partnership with the Director to provide vision and support to the Planning and Development Department as a whole and is accountable for achieving departmental and...


  • New Westminster, Canada Newwestcity Full time

    The Deputy Director, Planning, is part of the Department’s leadership team and provides senior level support and direction to the City’s Planning Division. The Deputy Director works in partnership with the Director to provide vision and support to the Planning and Development Department as a whole and is accountable for achieving departmental and...


  • New Westminster, Canada Newwestcity Full time

    The Deputy Director, Planning, is part of the Department’s leadership team and provides senior level support and direction to the City’s Planning Division. The Deputy Director works in partnership with the Director to provide vision and support to the Planning and Development Department as a whole and is accountable for achieving departmental and...


  • New Westminster, Canada City of New Westminster Full time

    **_Great City, Great Work, Great Future!_** **Planner 3, Development Planner**: **DEPARTMENT**:Climate Action, Planning & Development (CAPD)** **STATUS**:Full Time** **NO. OF POSITIONS**:One** **UNION**:CUPE, Local 387** **HOURS OF WORK**:35 hours per week** **SALARY**:$100,716 - $119,344 annually (2021 rates) **plus a comprehensive benefits package** **If...


  • New Westminster, BC, Canada Newwestcity Full time

    The Deputy Director, Planning, is part of the Department’s leadership team and provides senior level support and direction to the City’s Planning Division. The Deputy Director works in partnership with the Director to provide vision and support to the Planning and Development Department as a whole and is accountable for achieving departmental and...


  • New Westminster, BC, Canada Newwestcity Full time

    The Deputy Director, Planning, is part of the Department’s leadership team and provides senior level support and direction to the City’s Planning Division. The Deputy Director works in partnership with the Director to provide vision and support to the Planning and Development Department as a whole and is accountable for achieving departmental and...


  • New Westminster, Canada CivicInfo BC Full time

    DEPARTMENT: Climate Action, Planning & Development (CAPD)STATUS: Temporary Full Time*NO. OF POSITIONS: OneUNION: CUPE, Local 387HOURS OF WORK: 35 hours per weekSALARY: $61.73 - $73.15 per hour + comprehensive benefits packageThe City of New Westminster has earned a proud reputation for civic leadership, service delivery and outstanding employee relations. We...


  • New Westminster, Canada CivicInfo BC Full time

    DEPARTMENT: Climate Action, Planning & Development (CAPD)STATUS: Temporary Full Time*NO. OF POSITIONS: OneUNION: CUPE, Local 387HOURS OF WORK: 35 hours per weekSALARY: $61.73 - $73.15 per hour + comprehensive benefits packageThe City of New Westminster has earned a proud reputation for civic leadership, service delivery and outstanding employee relations. We...


  • New Westminster, Canada CivicInfo BC Full time

    DEPARTMENT: Climate Action, Planning & Development (CAPD)STATUS: Temporary Full Time*NO. OF POSITIONS: OneUNION: CUPE, Local 387HOURS OF WORK: 35 hours per weekSALARY: $61.73 - $73.15 per hour + comprehensive benefits packageThe City of New Westminster has earned a proud reputation for civic leadership, service delivery and outstanding employee relations. We...


  • New Westminster, Canada City of New Westminster Full time

    **New Westminster, British Columbia**: **Number of Openings**: 1 **Hours per Week**: 35 hours per week. **Employee Group**: CUPE, Local 387 **Location**: City Hall: 511 Royal Ave **Competition #**: 532 **Additional Details**: The City of New Westminster has earned a proud reputation for civic leadership, service delivery and outstanding employee relations....

  • Financial Analyst

    4 weeks ago


    New Minas, Canada VON Canada Full time

    **Requisition Details**: Employment Status: Regular, Full Time (1.0 FTE) Program Name: National Finance Number of Hours Bi-Weekly: 75 Work Schedule: Days On-Call: No Location: Remote - (Must be in Nova Scotia, this position will require on-site attendance in Halifax when required)_** Job Summary**: The Financial Analyst provides operational support to...


  • New Minas, Canada Village of New Minas Full time

    Education: - Expérience: **Education**: - Secondary (high) school graduation certificate - or equivalent experience **Work site environment**: - At heights - Cold/refrigerated - Dusty - Hot - Noisy - Odours - Outdoors - Wet/damp **Work setting**: - Municipal government **Tasks**: - Clean and maintain sidewalks, streets, roads and public grounds -...


  • New Westminster, BC, Canada CivicInfo BC Full time

    DEPARTMENT: Climate Action, Planning & Development (CAPD) STATUS: Temporary Full Time* NO. OF POSITIONS: One UNION: CUPE, Local 387 HOURS OF WORK: 35 hours per week SALARY: $61.73 - $73.15 per hour + comprehensive benefits package The City of New Westminster has earned a proud reputation for civic leadership, service delivery and...

  • Program Planner

    4 days ago


    New Westminster, Canada Justice Institute of British Columbia Full time

    **Date**: January 22, 2024 **Competition**:# 23-115A** **APPLICATIONS ARE INVITED FOR THE FOLLOWING** **FULL-TIME TERM POSITION (UNTIL MARCH 2025)** **Position: Program Planner, Scope of Practice Implementation Program (Position #1000402)** **Division: Health Sciences Division** **Reporting To: Program Manager, Curriculum & Quality Assurance, Health...


  • New Glasgow, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...