Financial Planner, Investment and Retirement Planning

3 months ago

Kamloops, Canada Royal Bank of Canada> Full time

Job Summary
Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.

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?

  1. 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
  2. Acquire and consolidate existing and new-to-RBC clients and assets
  3. Connect clients with the right RBC team members to help continuously meet their needs
  4. Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

  1. Must-have Financial Planning Designation (PFP, QAFP or CFP)
  2. Mutual Funds License (IFIC or CSC)
  3. Minimum 2 years’ experience in financial planning
  4. Proven networking and client acquisition skills
  5. Ability to cultivate strong partner relationships
  6. 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: 1210 SUMMIT DR:KAMLOOPS
City: KAMLOOPS
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.

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.

#J-18808-Ljbffr

  • Financial Planner, Investment and Retirement Planning Expert

    6 days ago

    Kamloops, British Columbia, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Financial Planner, Investment and Retirement Planning Expert at Royal Bank of Canada, you will provide expert advice and solutions to clients to help them achieve their long-term financial goals. You will work closely with clients to understand their financial needs and develop tailored investment and retirement plans to meet those...

  • Financial Planner, Investment and Retirement Planning Expert

    6 days ago

    Kamloops, British Columbia, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Financial Planner, Investment and Retirement Planning Expert at Royal Bank of Canada, you will provide expert advice and solutions to clients to help them achieve their long-term financial goals. You will work closely with clients to understand their financial needs and develop tailored investment and retirement plans to meet those...

  • Financial Planner, Investment and Retirement Planning

    2 months ago

    Kamloops, Canada RBC - Royal Bank Full time

    Job Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l'immobilier, ainsi que l'établissement de plans financiers pour les particuliers et les entreprises. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour...

  • Financial Planner, Investment and Retirement Planning

    2 months ago

    Kamloops, Canada RBC - Royal Bank Full time

    Job Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l'immobilier, ainsi que l'établissement de plans financiers pour les particuliers et les entreprises. S'appuyer sur un ensemble complet de pratiques, de connaissances et d'aptitudes pour...

  • Financial Planner, Investment and Retirement Planning

    1 month ago

    Kamloops, Canada RBC Full time

    Job SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes...

  • Financial Planner, Investment and Retirement Planning

    1 month ago

    Kamloops, Canada RBC Full time

    Job SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes...

  • Financial Planner, Investment and Retirement Planning

    1 month ago

    Kamloops, Thompson-Nicola Regional District, CA RBC - Royal Bank Full time

    Job Summary Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l'immobilier, ainsi que l'établissement de plans financiers pour les particuliers et les entreprises. S'appuyer sur un ensemble complet de pratiques, de connaissances et...

  • Financial Planner, Investment and Retirement Planning

    3 months ago

    Kamloops, Canada Royal Bank of Canada> Full time

    Job SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes...

  • Financial Planner, Investment and Retirement Planning

    3 months ago

    KAMLOOPS, Canada Royal Bank of Canada Full time

    Job SummaryDonner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de...

  • Financial Advisor, Investment

    4 months ago

    Kamloops, Canada Scotiabank Full time

    Is this role right for you? In this role, you will: Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers Be results-driven by taking a proactive approach to discovering our customers’ needs, listening to understand what they are looking for ...

  • Investment and Retirement Advisor

    1 month ago

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

    Job OverviewProvide expert guidance on investment strategies, tax planning, securities, insurance, retirement plans, and real estate, while developing comprehensive financial plans for individuals and businesses. Leverage a broad set of practices, knowledge, and skills to fulfill assignments effectively.What is the Opportunity?As an Investment and Retirement...

  • Financial Planning Expert

    2 weeks ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleCIBC is seeking a highly skilled Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you will work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide expert investment planning advice to help them achieve their financial goals.Key...

  • Financial Planning Expert

    2 weeks ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleCIBC is seeking a highly skilled Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you will work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide expert investment planning advice to help them achieve their financial goals.Key...

  • Investment Specialist

    1 week ago

    Kamloops, British Columbia, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values relationships and community involvement. We're committed to empowering our employees to make a meaningful impact in the lives of our clients.Job SummaryWe're seeking an Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you'll work closely with...

  • Investment Specialist

    1 week ago

    Kamloops, British Columbia, Canada CIBC Full time

    About CIBCCIBC is a leading financial institution that values relationships and community involvement. We're committed to empowering our employees to make a meaningful impact in the lives of our clients.Job SummaryWe're seeking an Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you'll work closely with...

  • Financial Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the Role: At CIBC, we are dedicated to creating a banking experience that centers around our clients. We are seeking skilled professionals who are enthusiastic about prioritizing client needs.Position Overview: As a Financial Investment Advisor within CIBC's Personal and Business Banking division, you will collaborate with fellow team members to forge...

  • Financial Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada CIBC Full time

    Position Overview:CIBC is seeking dedicated and enthusiastic individuals to become part of our Financial Investment Advisor team. In this role, you will collaborate closely with our Banking Centre personnel to deliver tailored investment guidance to clients, assisting them in reaching their financial aspirations. Additionally, you will engage in initiatives...

  • Wealth Management Professional

    2 weeks ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleCIBC is seeking a highly skilled Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you will work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide expert investment planning advice to help them achieve their financial goals.Key...

  • Wealth Management Professional

    2 weeks ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleCIBC is seeking a highly skilled Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you will work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide expert investment planning advice to help them achieve their financial goals.Key...

  • Financial Investment Advisor

    1 month ago

    Kamloops, British Columbia, Canada CIBC Full time

    About the RoleAt CIBC, we are dedicated to creating a banking experience that centers around our clients. We are seeking skilled professionals who are enthusiastic about prioritizing client needs and fostering strong relationships.Position OverviewAs a Financial Investment Advisor within CIBC's Personal and Business Banking division, you will collaborate...