Financial Planner, Investment and Retirement Planning

3 weeks ago


Victoria, Canada RBC - Royal Bank Full time
Job Summary

Job Description

Please note, the posting comes offline approximately 7:00 am on the application deadline.

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?
  1. 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
  2. Acquire and consolidate existing and new-to-RBC clients and assets
  3. Connect clients with the right RBC team members to help continuously meet their needs
  4. 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:

  • Flexible benefits
  • Competitive commission structure
  • 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 recognized and rewarded

A flexible work schedule based on client preferences and your own work/life balance

Innovative mobile technology to ensure your success

RBCFPEVPP4Job Skills

#J-18808-Ljbffr

  • Victoria, Canada Royal Bank of Canada> Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...


  • Victoria, Canada Royal Bank of Canada> Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...


  • Victoria, Canada Royal Bank of Canada> Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...


  • Victoria, BC, Canada Royal Bank of Canada> Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. 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...


  • Victoria, Canada CIBC Full time

    We’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...


  • Victoria, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Victoria, Canada BC Public Service Full time

    Posting Title- Financial Planning and Analysis Manager (Classification Under Review)- Position Classification- ABC Access- Union- N/A- Work Options- Location- Victoria, BC V9B 6X2 CA (Primary)- Salary Range- $106,592.64 - $133,240.80 per annum (Under Review)- Close Date- 4/24/2023- Job Type- Regular Full Time- Temporary End Date- Ministry/Organization- BC...


  • Victoria, Canada CIBC Full time

    We’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...


  • Victoria, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Planner

    1 week ago


    Victoria, Canada City of Victoria BC Full time

    Job Description Competition #24/58A Internal/External Posting Closing date: May 21, 2024 Planner (Continuous) Sustainable Planning & Community Development Department Planner (Development Services) When you join our team, you will be at the forefront of shaping the City's growth and development initiatives, including the...

  • Financial Advisor

    4 weeks ago


    Victoria, Canada CIBC Full time

    We’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...

  • Financial Analyst

    4 weeks ago


    Victoria, Canada PBC Solutions Full time

    **Who is PBC Solutions?** PBC Solutions Ltd. is a wholly owned subsidiary of PBC Health Benefits Society (operating as Pacific Blue Cross). Our mandate is to design, transform, and deliver the benefits and claims administration services offered by governments and other large organizations along with our consortium partners Advanced Solutions (which is our...

  • Financial Advisor

    1 week ago


    Victoria, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...


  • Victoria, Canada BC IMC Full time

    Closing Date: February 13, 2023 - We are seeking a highly motivated Analyst to join our Investment Accounting team in Victoria, British Columbia! This hybrid role will provide support to both our derivative accounting and fund accounting teams._ - This is a great opportunity for an individual looking to gain experience in a dynamic and fast-paced environment...

  • Financial Advisor

    1 week ago


    VICTORIA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    2 days ago


    Victoria, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...


  • Victoria, Canada Scale Collaborative Full time

    Thrive Impact Fund is a place-based fund, focused on impact investing in British Columbia, primarily in smaller communities. Thrive’s primary mission and mandate is to invest in and support good projects and enterprises that address social, environmental and cultural challenges. We utilize a blended and catalytic approach, increasing access to capital to...

  • Financial Analyst

    4 weeks ago


    Victoria, Canada NKPG Services Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 years **Tasks**: - Advise on and participate in the financial aspects of contracts and calls for tender - Analyze investment projects - Assist in preparing operating and investment budgets - Develop, implement and use tools for managing and analyzing financial portfolio - Evaluate financial...

  • Financial Advisor

    3 weeks ago


    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Victoria, BC time type Full time posted on Posted 9 Days Ago job requisition id 2408251 We’re building a relationship-oriented bank for the modern world. We need talented,...

  • Financial Advisor

    3 weeks ago


    Victoria, Canada Canadian Imperial Bank of Commerce Full time

    Financial Advisor - MFDA/AMF (Urban) page is loaded Financial Advisor - MFDA/AMF (Urban) Apply locations Victoria, BC time type Full time posted on Posted 9 Days Ago job requisition id 2408251 We’re building a relationship-oriented bank for the modern world. We need talented,...