Financial Planner, Investment and Retirement Planning

4 weeks ago


Richmond, 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

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:

8171 ACKROYD RD:RICHMOND

City:

RICHMOND

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



  • Richmond, 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...


  • Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job Summaryposted for Punjabi language skills for the Richmond market after discussion with Kristin Dolynski Jan 26, 2024.Job 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...


  • Richmond, 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...


  • Richmond, British Columbia, 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...

  • Planner 2

    4 weeks ago


    Richmond, British Columbia, Canada City of Richmond Full time

    The City of Richmond is a diverse and dynamic community in pursuit of our visionto be the most appealing, livable and well-managed community in Canada.People l Excellence l Leadership l Team l InnovationImagine a career with the City of Richmond, a dynamic environment for growth and continuous improvement, fostered by our collective strengths and creativity....


  • Richmond, British Columbia, Canada Saltworks Technologies Full time

    Saltworks Technologies (Richmond, BC) is a global leader in industrial desalination and lithium refining technology. We build advanced modular process plants that treat high strength saline wastewaters for world leading companies in semiconductors, EV batteries, mining, and manufacturing. In addition, Saltworks has carved out a leadership position in the...


  • Richmond, British Columbia, Canada OpenRoad Auto Group Full time

    UNLIMITED POSSIBILITIES AHEAD. Position: Financial Services ManagerStatus: Full-Time Dealership: OpenRoad Lexus RichmondDepartment: Sales - Business Office We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country...


  • Richmond, British Columbia, Canada OpenRoad Auto Group Full time

    Salary: $130,000 UNLIMITED POSSIBILITIES AHEAD.Position: Financial Services ManagerStatus: Full-TimeDealership: Richmond HondaDepartment: Sales - Business Office We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country...

  • Maintenance Clerk

    1 month ago


    Richmond, British Columbia, Canada Hertz Canada Full time

    Wage: $21.00/hrThe Maintenance Clerk's primary responsibility is to ensure vehicles are ready to be rented. This includes the coordinating of oil changes, detailing, registration, inventory, staging, and tracking of non-rentable vehicles. In this role, you will be required to work inside an office setting and outdoors in all weather conditions. ...


  • Richmond, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...


  • Richmond, British Columbia, Canada Go Auto Full time

    Job Description:Are you confident, assertive and entrepreneurial minded? Are you seeking a career with a fast-paced, challenging organization where you can develop your leadership skills and make a difference?Go Auto is looking for an Assistant Controller for Go Richmond Chrysler This is an opportunity to move up and into Go Auto's accounting team and be...


  • Richmond, British Columbia, Canada TEEMA Full time

    Job Title: Intermediate Solution ArchitectJob ID: AT Location: Richmond, BCOverview:The Cloud Solution Architect is embedded in EDO teams and works directly with product owners to understand the specific requirements that are driving the need for a solution to be designed. The Solution Architect translates these requirements into the design of a software...

  • On-call MAC Artist

    6 days ago


    Richmond, British Columbia, Canada MAC Cosmetics Full time

    Position Summary As one of our highly skilled make-up artists you will combine your creative and technical expertise and passion for people to provide a welcoming, inspirational and personalized in-store experience which educates and delights our customers. You will also like working as part of a high performing team to create impact with in-store events...


  • Richmond, British Columbia, Canada MAC Cosmetics Full time

    Position Summary We are seeking an inspirational and dynamic Assistant Store Manager to play a leading role in the success of the store/counter by supporting the Store Manager to lead, coach and develop our team of Sales Associates to achieve all sales, customer service and operational targets. Candidates should have proven supervisory, coaching and retail...


  • Richmond, British Columbia, Canada Canucks Bar and Grill Full time

    PurposeThe purpose of the Assistant General Manager (AGM) position is to assist Branch management in tactically executing complex QSR or Casual Dine or similar restaurant management operations. The AGM ensures the restaurant is clean, ready for business, staffed, and operates to high operational standards. The AGM uses prescribed policies and procedures to...


  • Richmond, British Columbia, Canada Canucks Bar and Grill Full time

    PurposeThe purpose of the Assistant General Manager (AGM) position is to assist Branch management in tactically executing complex QSR or Casual Dine or similar restaurant management operations. The AGM ensures the restaurant is clean, ready for business, staffed, and operates to high operational standards. The AGM uses prescribed policies and procedures to...


  • Richmond, British Columbia, Canada Sino Biological US Inc. Full time

    Company IntroductionSino Biological is an internationally recognized reagent supplier and contract research organization. The company is currently listed on ChiNext of Shenzhen stock exchange Sino Biological Inc.). Sino Biological's core technology platform is its in-house developed mammalian cell-based recombinant expression system. The system employs a...

  • Client Advisor

    3 weeks ago


    Richmond, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor Intern

    2 weeks ago


    Richmond, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionClient Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor

    2 weeks ago


    Richmond, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners...