Financial Planner, Investment and Retirement Planning
4 weeks ago
Job Description 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 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 recognised and rewarded A flexible work schedule based on client preferences and your own work/life balance Innovative mobile technology to ensure your success Job Skills Adaptability, Business Development, Client Centricity, Curiosity Additional Job Details Address: 4640 LAKELSE AVE:TERRACE City: Terrace Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025‑08‑01 Application Deadline: 2025‑11‑27 Inclusion and Equal Opportunity Employment At 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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Terrace, Canada RBC Full timeJob Description 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...
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TERRACE, 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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Terrace, Canada RBC Full timeA leading financial services provider in Terrace is seeking an Investment and Retirement Planner. You will create custom investment solutions for clients while being supported by internal resources for referrals. Candidates must have relevant financial planning designations and a proven track record in client acquisition, along with being digital savvy. This...
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Terrace, Canada RBC Full timeA leading financial services provider in Terrace is seeking an Investment and Retirement Planner. You will create custom investment solutions for clients while being supported by internal resources for referrals. Candidates must have relevant financial planning designations and a proven track record in client acquisition, along with being digital savvy. This...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Terrace, Canada Scotiabank Full timeOverview Requisition ID: 235363 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Terrace, Canada Scotiabank Full timeOverviewRequisition ID: 235363Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.“Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...
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Financial Planner, Scotia Financial Planning
2 days ago
Terrace, BC, Canada Scotiabank Full time $60,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
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Financial Planner, Scotia Financial Planning
6 days ago
(s): Canada : British Columbia : Terrace Scotiabank Global Site Full time $60,000 - $120,000 per yearRequisition ID: 235363Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role...
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External Financial Planner
3 weeks ago
Terrace, Canada Scotiabank Full timeA major bank in Canada is seeking a Financial Planner in Terrace. In this role, you will develop client relationships and provide personalized financial advice. Candidates should have significant experience in financial planning and investment sales, along with relevant qualifications. This position offers flexibility in hours and a compensation structure...
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Project Manager
2 weeks ago
Terrace, Canada Westland Resources Limited Full time**THE JOB** This engaging and exciting position is predominantly office-based with a fieldwork component. You will be leading and managing forestry planning and cutting permit development with our team of forest professionals and providing leadership and mentorship to help develop junior team members. You will also be provided with opportunities to grow and...
