Financial Planner, Investment and Retirement Planning

4 weeks ago


Victoria, Canada RBC - Royal Bank Full time
Job Summary

Job Description

Please note, the posting comes offline approximately 7:00 am on the application deadline.

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?

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:

  • Flexible benefits
  • Competitive commission structure
  • 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

RBCFPEVPP4Job Skills

#J-18808-Ljbffr

  • Victoria, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Victoria, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – English (Vancouver Island) Advisor, IG Wealth Management, Corporate Channel Referral level: Level 1 We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are...

  • Financial Advisor

    1 month ago


    Victoria, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...


  • Victoria, British Columbia, Canada Scotiabank Full time

    Join our team!Are you looking to step into the role of Investment Specialist at Scotiabank? If so, read on to see if this opportunity is a good fit for you:Business Development: Implement business plans for clients within the mass affluent market, identifying growth opportunities and facilitating investment solutions.Client-Centric Approach: Offer...

  • Planner

    4 weeks ago


    Victoria, Canada The Corporation of The City of Victoria Full time

    **Job Description**: **Competition #23/03** **Internal/External Posting** **Closing date: January 31, 2023** *** **Planner (Continuous)** **Sustainable Planning and Community Development Department** **POSITION FUNCTION** Perform planning functions related to urban development and land use. Assist with the coordination of the rezoning process and...

  • Planner

    2 weeks ago


    Victoria, Canada City of Victoria BC Full time

    Job Description Competition #24/58A Internal/External Posting Closing date: May 21, 2024 Planner (Continuous) Sustainable Planning & Community Development Department Planner (Development Services) When you join our team, you will be at the forefront of shaping the City's growth and development initiatives, including the...


  • Victoria, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Financial Advisor

    4 weeks ago


    Victoria, Canada CIBC Full time

    We’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...

  • Financial Advisor

    1 month ago


    Victoria, Canada CIBC Full time

    We’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...

  • Financial Advisor

    2 weeks ago


    Victoria, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Admn o 24r

    4 weeks ago


    Victoria, Canada BC Public Service Full time

    Posting Title- ADMN O 24R - Investment Planning Analyst- Position Classification- Administrative Officer R24- Union- GEU- Location- Victoria, BC V9B 6X2 CA (Primary)- Salary Range- $69,185.43 - $78,814.47 annually- Close Date- 2/12/2023- Job Type- Temporary Assignment (TA)- Temporary End Date- 2/5/2024- Ministry/Organization- BC Public Service -> Citizens'...

  • Financial Advisor

    2 weeks ago


    VICTORIA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    1 week ago


    Victoria, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...


  • Victoria, Canada Retirement Concepts Full time

    This position is covered under the HEABC wage levelling. Please note the wage is currently being adjusted and topped up by the government and the displayed wage is therefore reflective of such initiative. Position: Full-Time Temporary About Us At Retirement Concepts and West Coast Seniors Housing Management we see our communities as a family and we are...

  • Financial Advisor

    1 month ago


    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Victoria, BC time type Full time posted on Posted 9 Days Ago job requisition id 2408251 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    4 weeks ago


    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Victoria, BC time type Full time posted on Posted 9 Days Ago job requisition id 2408251 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    4 weeks ago


    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Victoria, BC time type Full time posted on Posted 9 Days Ago job requisition id 2408251 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Analyst

    4 weeks ago


    Victoria, Canada Municipal Finance Authority of British Columbia Full time

    **Financial Analyst**: The Municipal Finance Authority of British Columbia (MFA) was created in 1970 to contribute to the financial well-being of local governments throughout BC. The MFA pools the borrowing and investment needs of BC communities through a collective structure and is able to provide a range of low-cost and flexible financial services to our...

  • Community Planner

    4 weeks ago


    Victoria, Canada The Corporation of The City of Victoria Full time

    **Job Description**: **Competition #23/156** **Internal/External Posting** **Closing date: July 18, 2023** **Community Planner (Continuous)** **Sustainable Planning and Community Development Department** **POSITION FUNCTION** Perform planning functions related to development of urban policy and the preparation of city-wide and local area plans. **KEY...

  • Community Planner

    4 weeks ago


    Victoria, Canada City of Victoria Full time

    **Competition #23/156** **Internal/External Posting** **Closing date: July 18, 2023** **Community Planner (Continuous)**: **Sustainable Planning and Community Development Department** **POSITION FUNCTION** Perform planning functions related to development of urban policy and the preparation of city-wide and local area plans. **KEY DUTIES** Coordinate the...