Financial Planner, Investment and Retirement Planning
3 weeks ago
Financial Planner, Investment and Retirement PlanningJoin to apply for the Financial Planner, Investment and Retirement Planning role at RBCWhat 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.Job DescriptionThis is for current and upcoming opportunities.Mandarin/Cantonese Language Skills (fluency) Required.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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP, QAFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsMandarin/Cantonese language skills (fluency) requiredWhat’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 optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your success #J-18808-Ljbffr
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Richmond, 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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Bilingual Financial Planner — Investments
1 week ago
Richmond, Canada RBC Full timeA financial services company in Richmond is looking for a Financial Planner, Investment and Retirement Planning. The ideal candidate will have a Financial Planning Designation and a Mutual Funds License. This role includes providing tailored financial solutions and requires fluency in Mandarin or Cantonese. The firm offers flexible benefits, competitive...
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Richmond, Canada Royal Bank of Canada> Full timeJob 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...
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RICHMOND, 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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Richmond, British Columbia, Canada Royal Bank of Canada Full time $80,000 - $110,000 per yearJob 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...
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Financial Advisor, Investment
3 weeks ago
Richmond Hill, Canada Scotiabank Full timeAbout the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your...
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Financial Advisor, Investment
3 weeks ago
Richmond Hill, Canada Scotiabank Full timeAbout the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team’s overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your...
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Investment & Retirement Planner
3 weeks ago
Richmond, Canada Scotiabank Full timeA leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized...
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Investment & Retirement Planner
3 weeks ago
Richmond, Canada Scotiabank Full timeA leading financial institution in Richmond is seeking a Financial Planner to enhance client relationships and provide expert investment advice. This role requires a strong background in financial planning and investment sales, with relevant certifications and an ability to work in a collaborative team environment. Strong engagement and personalized...
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Richmond Hill, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Richmond Hill to manage client portfolios and provide trusted financial advice regarding investments and retirement planning. Candidates should have experience in financial planning, relevant certifications, and a collaborative approach to teamwork. This role offers a competitive compensation...
