Financial Planner, Investment Retirement Planning
2 days ago
Job Description Market: Vancouver Downtown
What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with 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 creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
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) or close to completing Mutual Funds License (IFIC or CSC) Minimum 2-3 years experience in financial planning/advisor role Proven networking and client acquisition skills Ability to cultivate strong partner relationships
Whats 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 benefits Work with a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Flexible work/life balance option
RBCFP EVPP4
Job Skills
Additional Job Details Address: VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVER
City: VANCOUVER
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-05-21
Application Deadline: 2024-12-02
Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
nclusion
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.
-
Vancouver, BC, Canada Odlum Brown Limited Full time €100,000 - €110,000WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...
-
Vancouver, Canada RBC Full timeJob Summary Job Description Market: Vancouver Downtown What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with 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...
-
Vancouver, Canada RBC 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...
-
Vancouver, Canada RBC Full timeJob Summary Job Description What is the opportunity? (Cantonese, Mandarin Required) 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...
-
Vancouver, Canada RBC Full timeJob SummaryJob Description What is the opportunity?(Cantonese, Mandarin Required) 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...
-
Vancouver, Canada RBC Full timeJob SummaryJob 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...
-
Vancouver, Canada RBC Full timeJob Summary Job Description What is the opportunity? As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.Provide primarily responsive client contact...
-
Vancouver, Canada RBC Full timeJob SummaryJob Description What is the opportunity? As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support.Provide primarily responsive client contact...
-
Vancouver, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionMarket: Vancouver DowntownWhat is the opportunity?As an RBC Investment and Retirement Planner, you develop relationships with 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...
-
Vancouver, 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...
-
Investment Specialist
6 months ago
North Vancouver, Canada BMO Financial Group Full time1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Vancouver, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact...
-
Financial Planner Professional
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole Summary:As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Main Responsibilities:Conduct comprehensive...
-
Financial Advisor, Investment
2 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 211154Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...
-
Avp, Financial Planning Specialist
2 days ago
Vancouver, Canada Raymond James Financial, Inc. Full time**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...
-
Financial Advisor, Investment
1 month ago
West Vancouver, Canada Scotiabank Full timeRequisition ID: 210105Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning Trainee you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting/exceeding...
-
Financial Planner
5 months ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 201895Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Financial Planner
3 weeks ago
Vancouver, Canada Scotiabank Full timeRequisition ID: 210884Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...
-
Specialist, Financial Planning
6 months ago
Vancouver, Canada Canaccord Genuity Corp. Full timeSalary Range: $95,000 - $100,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value...
-
Project Planner Coordinator
2 weeks ago
Vancouver, British Columbia, Canada Transportation Investment Corporation Full timeCompany OverviewTransportation Investment Corporation is a leading organization in the project coordination and construction field, committed to delivering high-quality projects on time. Salary InformationWe offer a competitive salary of $65,000 per year, commensurate with experience. Job DescriptionWe are seeking an experienced Project Planner Coordinator...
