Financial Planner, Investment and Retirement Planning

3 weeks ago


Prince George, British Columbia, 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.

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, QAFPTM 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

EVP3P4

Job Skills

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:

Application Deadline:

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



  • Prince George, British Columbia, Canada Royal Bank of Canada 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...


  • Prince George, British Columbia, Canada City of Prince George Full time

    Strategic Financial AnalystFINANCIAL SERVICES / FINANCE & IT SERVICES REGULAR FULL-TIMEApply your Financial Expertise to Serve your CommunityAbout Our Community:Boasting a high quality of life and standard of living, Prince George has all the amenities of a large city mixed with the friendliness and appeal of a smaller community. It is a regional centre for...

  • Project Planner

    1 week ago


    Prince George, British Columbia, Canada College of New Caledonia (CNC) Full time

    Posting DetailsPosition: Project Planner - CTL Programs & QualityEmployment: Full Time, Fixed TermJob Summary: Responsible for developing, planning, implementing, administering, and evaluating program review and quality assurance processes in collaboration with colleagues and academic partners.Project Leadership:Coordinate the implementation of program...


  • Prince George, British Columbia, Canada College of New Caledonia (CNC) Full time

    Posting Details Position Information Job Title International Project Planner EXISTING CNC CUPE Employees: For all Administrative postings please disregard the following statement. For CUPE postings please refer to Article 9.01 (d) of the CUPE Collective Agreement to ensure you have met the eligibility requirements to apply to CUPE competitions. ...


  • Prince George, British Columbia, Canada Canadian Western Bank Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we do CWB is a bank built for business owners Our core focus is to become...


  • Prince George, British Columbia, Canada Value Village Full time

    Job Title: Retail Store AssociatePay: 16.75$- 17.50$Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...

  • Fire Safety

    2 weeks ago


    Prince George, British Columbia, Canada Everguard Full time

    Salary: Everguard Fire Equipment Inc. (Everguard) is a multi-industry fire and life safety services and solutions company with comprehensive product offerings; globally recognized product and solution partners; installation, commission, inspection, and testing services and 24/7/365 support. We are proud to employ a diverse team of professionals across Canada...


  • Prince George, British Columbia, Canada Geotech Drilling Services Full time

    Operations & Fleet AdministratorCompany Background and CultureGeotech Drilling is a dynamic international drilling company headquartered in Prince George, with offices in Vernon, Delta, and Grande Prairie. Our strategy is to grow our company by developing our pipeline of high-quality advanced-stage projects.Geotech owns and operates state-of-the-art drilling...


  • Prince George, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results oriented team, a key partner to Commercial Account Managers and their clients. This role will be attractive to individuals who have a...


  • Prince George, British Columbia, Canada Walmart Canada Full time

    Position Summary...To support the Store Manager and manage store operations according to Company guidelines and lead Associates to ensure friendly, helpful service and drive profitable store sales.What you'll do...1.As a member of the Store Management Team drives profitable sales through achievement of sales and profit goals, budget management and sales...

  • Operations Manager

    2 days ago


    Prince George, British Columbia, Canada SOLV4EX Group Full time

    Salary: Canadian Energy is part of the SOLV4EX Group.This position is located in Prince George.Canadian Energy is a well-established, successful, growing stored and renewable energy company with locations across Canada. We provide our customers with solutions in the form of batteries, stored energy, DC power conversion and renewable energy across Canada and...


  • Prince George, British Columbia, Canada BC Mental Health and Substance Use Services Full time

    Family Practitioner, Prince George Regional Correctional CentreBC Mental Health & Substance Use Services (BCMHSUS)Regular, Part Time (Monday & Thursday)Prince George, BCAs per the current Public Health Order, full vaccination against COVID-19 is a condition of employment with PHSA as of October 26, 2021.You are a Family Physician seeking to diversify your...

  • Project Manager

    3 weeks ago


    Prince George, British Columbia, Canada Hall Group of Companies Full time

    Salary: Are you a dedicated, passionate professional looking to grow your career with a company long-term? Join Hall Shoring & Foundations as a Project Manger in Coquitlam, BCThis position contributes to the overall organization by assuming responsibility for project costing, safety, and quality program implementation. Additionally, it involves scheduling,...


  • Prince George, British Columbia, Canada College of New Caledonia (CNC) Full time

    Posting Details Position Information Job Title Administrative Assistant and Project Coordinator EXISTING CNC CUPE Employees: For all Administrative postings please disregard the following statement. For CUPE postings please refer to Article 9.01 (d) of the CUPE Collective Agreement to ensure you have met the eligibility requirements to apply to CUPE...


  • Prince George, British Columbia, Canada Northern Health Full time

    Position Summary If you are looking for friendly, supportive staff, and work life balance this may be just the opportunity that will take your career to a new level. The position is directly accountable for the successful management of several smaller to medium projects and for providing project management support as a member of the IMIT Project...


  • Prince George, British Columbia, Canada Northern Health Authority Full time

    Position Summary If you are looking for friendly, supportive staff, and work-life balance, this may be just the opportunity that will take your career to a new level. Reporting to the Manager, HRIS and HR Project, the Project Coordinator works to document, coordinate, track, and follow up on project activities; maintains an understanding of the project...


  • Prince George, British Columbia, Canada ANDRITZ AG Full time

    Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our clients in key industries that are shaping the future of the world we live in. The...


  • Prince George, British Columbia, Canada Triton Environmental Consultants Full time

    What if you could work alongside inspiring scientists, leaders, and with a diverse group of people working towards a common goal? Are you looking for a place where you can be you and a place where you can thrive? Triton might be just what you're looking forTHE OPPORTUNITY Triton Environmental Consultants Ltd. is seeking new talent to fill an Environmental...


  • Prince George, British Columbia, Canada Triton Environmental Consultants Full time

    What if you could work alongside inspiring scientists, leaders, and with a diverse group of people working towards a common goal? Are you looking for a place where you can be you and a place where you can thrive? Triton might be just what you're looking forTHE OPPORTUNITY Triton Environmental Consultants Ltd. is seeking new talent to fill an Environmental...


  • Prince George, British Columbia, Canada Triton Environmental Consultants Full time

    What if you could work alongside inspiring scientists, leaders, and with a diverse group of people working towards a common goal? Are you looking for a place where you can be you and a place where you can thrive? Triton might be just what you're looking forTHE OPPORTUNITYAre you looking for a new opportunity to build a meaningful career in the environmental...