![RBC - Royal Bank](https://media.trabajo.org/img/noimg.jpg)
Financial Planner, Investment and Retirement Planning
1 month ago
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, 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
RBCFPEVPP4
Job Skills: Adaptability, Business Development, Client Centricity, Curiosity
#J-18808-Ljbffr-
100 Mile House, Canada Royal Bank of Canada> Full timeJob Summary: As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...
-
100 Mile House, Canada Royal Bank of Canada> Full timeJob Summary: As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...
-
100 MILE HOUSE, 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...
-
100 Mile House, 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...
-
100 Mile House, British Columbia, V0K, Thompson-Nicola, Canada Royal Bank of Canada> Full timeJob Summary: As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...
-
100 Mile House, British Columbia, V0K, Thompson-Nicola, Canada RBC - Royal Bank Full timeJob 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...
-
100 Mile House, British Columbia, V0K, Thompson-Nicola, Canada RBC - Royal Bank Full timeJob 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...
-
Insurance Broker
2 months ago
100 Mile House, Canada Western Financial Group Full time**Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...
-
Financial Advisor
2 months ago
Rocky Mountain House, Canada CIBC Full timeWe’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...
-
charitable organization executive director
2 months ago
100 Mile House, Canada Cariboo Family Enrichment Centre Society Full timeEducation: Bachelor's degreeExperience: 5 years or moreScreening questionsAre you available for the advertised start date?Are you currently legally able to work in Canada?Are you willing to relocate for this position?Do you have previous experience in this field of employment?Do you have the above-indicated required certifications?What is the highest level...
-
charitable organization executive director
3 months ago
100 Mile House, Canada Cariboo Family Enrichment Centre Society Full timeEducation: Expérience: EducationBachelor's degreeScreening questionsAre you available for the advertised start date?Are you currently legally able to work in Canada?Are you willing to relocate for this position?Do you have previous experience in this field of employment?Do you have the above-indicated required certifications?What is the highest level of...
-
Business Development Manager
2 months ago
100 Mile House, Canada Van-Kam Freightways Full time**Job Summary**: Van-Kam Freightways Ltd. is looking for a Business Development Manager to join our team out of our the Northern BC Region. The Business Development Manager is responsible for prospecting sales and qualifying leads for new and existing accounts. They will be naturally curious, results-driven, and eager to bring our services to new markets....
-
administrative assistant
3 months ago
100 Mile House, Canada Heart and Sole Healthcare Full timeDurée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 hours per weekEducation: Expérience: EducationBachelor's degree or equivalent experienceWork settingHealth care institution, facility or clinicBudgetary responsibility0 - $100,000TasksPlan and control budget and expendituresSupervise other workersEstablish and implement policies...
-
administrative assistant
2 months ago
100 Mile House, Canada Heart and Sole Healthcare Full timeWork Term: PermanentWork Language: EnglishHours: 35 hours per weekEducation: Bachelor's degreeExperience: 2 years to less than 3 years or equivalent experienceWork settingHealth care institution, facility or clinicBudgetary responsibility0 - $100,000TasksPlan and control budget and expendituresSupervise other workersEstablish and implement policies and...
-
restaurant manager
2 months ago
100 Mile House, Canada Coral Reefer Holdings Inc. Full timeEducation: Secondary (high) school graduation certificateExperience: 3 years to less than 5 yearsWork settingRestaurantTasksConduct performance reviewsCost products and servicesOrganize and maintain inventoryEnsure health and safety regulations are followedParticipate in marketing plans and implementationLeading/instructing individualsAddress customers'...
-
restaurant manager
3 months ago
100 Mile House, Canada Coral Reefer Holdings Inc. Full timeEducation: Expérience: EducationSecondary (high) school graduation certificateWork settingRestaurantTasksConduct performance reviewsCost products and servicesOrganize and maintain inventoryEnsure health and safety regulations are followedParticipate in marketing plans and implementationLeading/instructing individualsAddress customers' complaints or...
-
general manager, sales
3 months ago
100 Mile House, Canada 1013779 B.C. LTD. Full timeEducation: Expérience: EducationCollege/CEGEPTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsCo-ordinate the work of regions, divisions or departmentsEstablish objectives for the organization and formulate...
-
general manager, sales
2 months ago
100 Mile House, Canada 1013779 B.C. LTD. Full timeEducation: College/CEGEPExperience: 1 year to less than 2 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsCo-ordinate the work of regions, divisions or departmentsEstablish objectives for the...
-
Admn o 18r
2 months ago
100 Mile House, Canada BC Public Service Full timePosting Title- ADMN O 18R - DFAA Project Analyst- Position Classification- Administrative Officer R18- Union- GEU- Work Options- Hybrid- Location- 100 Mile House, BC V0K 2E0 CA - Cranbrook, BC V1C 7G5 CA - Kamloops, BC V2H 1B7 CA - Kelowna, BC V1Z 2S9 CA - Merritt, BC V1K 1B8 CA - Multiple Locations, BC CA (Primary) - Nelson, BC V1L 6K1 CA - Penticton, BC...
-
Occupational Therapist
3 months ago
100 Mile House, Canada Interior Health Authority Full time100 Mile House (OMH) Community Health and Long-Term Care has an immediate permanent, full time Occupational Therapist opening. What we offer: •Effective April 2024 hourly rates of pay $42.56 to $52.95 •Recognition of previous experience when determining starting salary •Financial moving support •Strong employee benefit package •Defined Pension...