Financial Planner – Holistic Wealth

A leading financial institution in Vernon is seeking an experienced Financial Planner to manage high-value member accounts. This role involves providing comprehensive investment and financial planning advice, executing business development strategies, and collaborating with branch teams to ensure member satisfaction. The ideal candidate has significant...

A leading financial institution in Canada is seeking a Financial Planner to manage a portfolio of mass affluent clients. This role involves providing comprehensive financial planning advice and fostering long-term client relationships to help them achieve their financial goals. Candidates should possess a financial planning designation, mutual funds license,...

We are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned members to...

Financial Planner – Royal Bank of Canada, Vernon, Canada What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning...

Join to apply for the Financial Planner role at RBC What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning...

DescriptionWe are currently seeking a Financial Planner to join our team.The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned...

Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...

About our firm: **Responsibilities**: Interact extensively with clients either on the phone or in person. Process financial transactions related to dealer activity Provide solutions-based responses to clients, advisors or departmental inquiries Work on project specific tasks relating to procedural updates Proactively learn new...

Job Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...

Opening up a world of opportunity. We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our...