Financial Planner Investment and Retirement Planning
3 weeks ago
Job Summary
Job 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 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 (IPF) or in the process of completion
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
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
What are the advantages 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 options
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity
Additional Job Details
Address:
1100 BOUL MALONEY O:GATINEAU City:
GATINEAU Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Commission Posted Date:
2024-09-13 Application Deadline:
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.
-
Senior Investment and Retirement Planner
3 weeks ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeUnlock Your Potential as a Senior Investment and Retirement Planner at Royal Bank of CanadaJob Summary:We are seeking a highly skilled Senior Investment and Retirement Planner to join our dynamic team at Royal Bank of Canada. As a key member of our team, you will develop long-term relationships with clients, providing personalized investment solutions that...
-
Gatineau, Canada RBC Full timeJob SummaryJob 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....
-
Financial Planner Investment and Retirement Planning
2 months ago
Gatineau, Canada Royal Bank of Canada> Full timeJob SummaryJob 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....
-
Financial Planner, Gatineau
6 months ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 201252Join 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
4 weeks ago
Gatineau, Canada National Bank Full timeA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact. Your jobIdentify clients’ investment and...
-
Financial Planner
1 month ago
Gatineau, Canada National Bank Full timeAttendance On-Site Job number 23133 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 28-Oct-2024 Location: Gatineau, Quebec City Gatineau Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a National Bank Financial Planner means...
-
Senior Financial Planning Professional
2 weeks ago
Gatineau, Quebec, Canada National Bank Full timeJob Title: Senior Financial Planning ProfessionalAbout the Role:We are seeking a talented and experienced Financial Planner to join our team at National Bank. As a key member of our advisory services, you will play a critical role in helping clients achieve their financial goals. About the Company:National Bank is a leading financial institution that values...
-
Investment Specialist
6 months ago
Gatineau, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Investment Specialist Associate
7 months ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 170085 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Highly Experienced Financial Services Consultant
2 weeks ago
Gatineau, Quebec, Canada National Bank Full timeAre you passionate about helping individuals achieve their financial goals?About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at National Bank.Job SummaryAs a Senior Financial Planner, you will play a key role in advising clients on investment and financing strategies, developing personalized financial plans,...
-
Insurance Financial Planning Specialist
2 weeks ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeAt Royal Bank of Canada, we are looking for driven individuals to fill the role of Insurance Financial Planning Specialist.Salary and BenefitsWe offer a comprehensive compensation package with an estimated annual salary of $85,000. The package also includes flexible health benefits, employee savings, profit-sharing, and pension options to help you grow your...
-
Manager, Financial Planning
6 days ago
Gatineau, Canada Evolugen by Brookfield Renewable Part timeBrookfield Renewable is one of the core businesses under Brookfield Corporation (“Brookfield”), one of the world’s leading alternative asset managers. Brookfield Renewable is one of the world’s largest owners, operators, and developers of renewable power, with $102 billion of power assets under management. Our portfolio of hydropower, wind,...
-
Financial Analyst, Financial Planning and Analysis
3 months ago
Gatineau, Canada Brookfield Renewable Full timeAbout the Role Reporting to the Manager, Financial Planning and Analysis, the Analyst will be responsible for providing analysis and insights into the business results for management reporting purposes. Key Responsibilities Actively participate in the consolidation and analysis of annual budgets, monthly forecasts and quarterly actual results. This...
-
Senior Financial Planning Specialist
2 weeks ago
Gatineau, Quebec, Canada Brookfield Renewable Full timeAbout Brookfield RenewableWe are one of the world's leading alternative asset managers, with a portfolio of renewable power assets extending across North America, South America, Europe, India, and China.Our company is committed to results, in an inclusive and high-performing culture. We contribute to the success of one of the fastest growing and largest...
-
Residential Financial Specialist
2 months ago
Gatineau, Canada National Bank of Canada Full timeA career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...
-
Financial Planning Specialist
2 weeks ago
Gatineau, Quebec, Canada Brookfield Renewable Partners L.P. Full timeWinter Co-op Opportunity in Corporate Financial Planning & AnalysisBROOKFIELD RENEWABLE PARTNERS L.P.We are offering a Winter co-op opportunity for a student to work with our Corporate Financial Planning & Analysis team. As a member of this collaborative team, you will be responsible for the preparation, analysis, and presentation of financial...
-
Investment & Personal Banking Specialist (Plaza
6 months ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 195079 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Bilingual Investment
3 months ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 208324 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Investment & Personal Banking Specialist - Galeries
4 months ago
Gatineau, Canada Scotiabank Full timeRequisition ID: 205230 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide...
-
Senior Financial Analyst, Financial Planning
4 months ago
Gatineau, Canada Brookfield Renewable Full timeAbout Us Brookfield Renewable is one of the core businesses under Brookfield Corporation (“Brookfield”), one of the world’s leading alternative asset managers. Brookfield Renewable is one of the world’s largest owners, operators, and developers of renewable power, with $102 billion of power assets under management. Our portfolio of hydropower, wind,...