Current jobs related to Financial Planner, Investment and Retirement Planning - Prince George Regional District of FraserFort George, CA - Royal Bank of Canada>
-
Bécancour Regional County Municipality, Quebec, CA Nemaska Lithium Full timeViens transformer ta carrière à nos côtés!Chez Nemaska Lithium, on transforme le spodumène de lithium en produits de lithium d’une grande pureté. Mais on aime surtout dire qu’on transforme beaucoup plus de choses que ça.On transforme notre avenir en un monde plus propre, plus sain et plus soucieux de l’environnement. On transforme de simples...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. With the support of internal partners, you will be responsible for prospecting and networking, as well as acquiring and consolidating existing and new-to-RBC clients and assets.Key ResponsibilitiesProvide...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. With the support of internal partners, you will be responsible for prospecting and networking, as well as acquiring and consolidating existing and new-to-RBC clients and assets.Key ResponsibilitiesProvide...
-
Prince George, 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...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeOpportunity OverviewAs an RBC Investment and Retirement Planner, you will create tailored investment solutions for prospective and existing clients. With internal support and referrals, you will leverage your creativity and drive to provide world-class advice and solutions that help clients achieve their long-term financial goals.Key ResponsibilitiesDevelop...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeOpportunity OverviewAs an RBC Investment and Retirement Planner, you will create tailored investment solutions for prospective and existing clients. With internal support and referrals, you will leverage your creativity and drive to provide world-class advice and solutions that help clients achieve their long-term financial goals.Key ResponsibilitiesDevelop...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob OpportunityWhat We're Looking ForWe're seeking a skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. 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...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob OpportunityWhat We're Looking ForWe're seeking a skilled Financial Planner, Investment and Retirement Planning to join our team at Royal Bank of Canada. 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...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob OpportunityOverviewRoyal Bank of Canada is seeking a skilled Financial Planner, Investment and Retirement Planning to join our team in Prince Albert, SK. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients, leveraging our unparalleled array of investment and portfolio...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob OpportunityOverviewRoyal Bank of Canada is seeking a skilled Financial Planner, Investment and Retirement Planning to join our team in Prince Albert, SK. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients, leveraging our unparalleled array of investment and portfolio...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With a strong focus on client-centricity and business development, you will work closely with internal partners to acquire and consolidate...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. With a strong focus on client-centricity and business development, you will work closely with internal partners to acquire and consolidate...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new clients, and develop external business referral...
-
Prince George, British Columbia, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients. You will work closely with internal partners to acquire and consolidate existing and new clients, and develop external business referral...
-
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, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients in the Prince Albert, SK market. With a strong focus on client-centricity, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeOpportunity OverviewAs an RBC Investment and Retirement Planner in the Prince Albert, SK market, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeOpportunity OverviewAs an RBC Investment and Retirement Planner in the Prince Albert, SK market, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner, Investment and Retirement Planning to join our team at the Royal Bank of Canada. As a key member of our team, you will create custom investment solutions for prospective and existing clients, leveraging our unparalleled array of investment and portfolio solutions.Key ResponsibilitiesDevelop and implement...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner, Investment and Retirement Planning to join our team at the Royal Bank of Canada. As a key member of our team, you will create custom investment solutions for prospective and existing clients, leveraging our unparalleled array of investment and portfolio solutions.Key ResponsibilitiesDevelop and implement...
-
Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full timeJob OpportunityAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an Investment and Retirement Planning Specialist, you will be responsible for creating custom investment solutions for prospective and existing clients.Key ResponsibilitiesDevelop and implement tailored financial...
Financial Planner, Investment and Retirement Planning
3 months ago
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, QAFP 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.
Adaptability, Business Development, Client Centricity, Curiosity.
Additional Job Details
Address: 3185 MASSEY DR:PRINCE GEORGE
City: PRINCE GEORGE
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-06-28
Application Deadline: 2024-10-25.
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.
