Financial Planner
4 weeks ago
Job DescriptionOverviewAs an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What you will doProvide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat you need to succeedMust-haveFinancial Planning Designation (PFP®, QAFP™ or CFP®)Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningA strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaborationAbility to create a market presence, build COI relationships, and cultivate strong partner relationshipsNice to HaveAbility to be mobile throughout the marketWhat’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.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress: 1008 CANYON ST:CRESTONCity: CrestonCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2025-11-04Application Deadline: 2025-12-18Inclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr
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Financial Planner
1 week ago
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Financial Planner
1 week ago
Creston, Canada Aviso Wealth Full time $70,000 - $85,000 per yearFinancial Planner / Mutual Fund RepresentativeCompany: Growth Financial Corp. / Aviso WealthLocation: Creston, British ColumbiaJob Type: Full-timeSalary & BenefitsBase Salary: $50,000 – $70,000 plus performance-based commission· Comprehensive health and dental insurance· Retirement savings plan with matching employer...
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Financial Planner
1 week ago
Creston, Canada Aviso Wealth Full timeFinancial Planner / Mutual Fund Representative Company: Growth Financial Corp. / Aviso Wealth Location: Creston, British Columbia Job Type: Full-time Salary & Benefits Base Salary: $50,000 – $70,000 plus performance-based commission · Comprehensive health and dental insurance · Retirement savings plan with matching employer...
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Financial Planner
1 week ago
Creston, Canada Aviso Wealth Inc Full timeFinancial Planner / Mutual Fund Representative Company: Growth Financial Corp. / Aviso Wealth Location: Creston, British Columbia Job Type: Full-time Salary & Benefits Base Salary: $50,000 – $70,000 plus performance-based commission - Comprehensive health and dental insurance - Retirement savings plan with matching employer contributions - Paid...
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Financial Planner
1 week ago
Creston, Canada Aviso Wealth Full timeFinancial Planner / Mutual Fund RepresentativeCompany: Growth Financial Corp. / Aviso WealthLocation: Creston, British ColumbiaJob Type: Full-timeSalary & BenefitsBase Salary: $50,000 – $70,000 plus performance-based commission· Comprehensive health and dental insurance· Retirement savings plan with matching employer contributions· Paid vacation·...
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Financial Planner
1 week ago
Creston, Canada Aviso Wealth Full timeFinancial Planner / Mutual Fund RepresentativeCompany: Growth Financial Corp. / Aviso WealthLocation: Creston, British ColumbiaJob Type: Full-timeSalary & BenefitsBase Salary: $50,000 – $70,000 plus performance-based commission· Comprehensive health and dental insurance· Retirement savings plan with matching employer...
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Financial Planner
4 weeks ago
Creston, Canada RBC Full timeJob DescriptionOverviewAs an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet...
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Financial Planner
2 weeks ago
Creston, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
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Financial Planner
5 days ago
Creston, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
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Financial Planner
3 weeks ago
CRESTON, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
