Financial Planner, Investment and Retirement Planning- EN
3 weeks ago
Financial Planner, Investment and Retirement Planning Join to apply for the Financial Planner, Investment and Retirement Planning role at RBC What is the opportunity? As an RBC Financial Planner, you develop relationships and create custom investment solutions for prospective and existing RBC clients. With internal partner support and client referrals, your creativity and motivation drive new investment sales to help clients achieve their long‑term goals. What will you do? Provide tailor‑made financial planning advice and solutions using our array of investment and portfolio solutions, including proprietary and select third‑party mutual funds. Acquire and consolidate existing and new‑to‑RBC clients and assets. Connect clients with the right RBC team members to continuously meet their needs. Develop external business referral sources through networking, marketing, and your centers of influence. What do you need to succeed? Financial Planning Designation (IPF). 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. What are the advantages for you? Full‑time RBC employee status with unlimited earning potential and full benefits. Dynamic, collaborative, progressive, high‑performing team. A world‑class training program in financial services. Flexible work/life balance options. Job Skills Adaptability, Business Development, Client Centricity, Curiosity. Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. RBC strives to deliver a workplace based on respect, belonging and opportunity for all. Location Salaberry‑de‑Valleyfield, Quebec, Canada Employment Type Full‑time #J-18808-Ljbffr
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SALABERRY-DE-VALLEYFIELD, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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...
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Salaberry-de-Valleyfield, Quebec, Canada RBC Full time $60,000 - $120,000 per yearJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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...
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Strategic Financial Planner: Investment
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Salaberry-De-Valleyfield, Canada RBC Full timeA leading financial institution in Salaberry-de-Valleyfield is seeking a Financial Planner for Investment and Retirement Planning. The successful candidate will develop relationships and provide custom financial planning advice to help clients achieve their long-term goals. They will have strong networking skills and a proven track record in client...
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San Juan de Terranova, Canada Royal Bank of Canada Full timeJob 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...
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San Juan de Terranova, Canada Royal Bank of Canada Full timeA leading financial institution in St. John's is seeking an Investment and Retirement Planner to create custom investment solutions and provide excellent financial planning advice. The ideal candidate will have relevant designations and experience along with strong networking skills. This role offers a comprehensive rewards program and the opportunity to...
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San Juan De Terranova, Canada RBC Full timeA leading national bank is seeking an experienced Investment and Retirement Planner to provide customized investment solutions for clients. You will support clients in achieving their financial goals through tailored advice and develop new client relationships. Ideal candidates have a Financial Planning Designation, mutual funds license, and skills in...
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San Juan de Terranova, Canada Scotiabank Full timeA leading banking institution is seeking a Financial Planner for the St. John's Main Branch. You will establish and deepen client relationships while promoting investment growth through personalized advice. Ideal candidates possess strong financial planning experience and relevant certifications. The role offers a competitive compensation package and a...
