Financial Planner

2 months ago


Colwood, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and 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.

Key Responsibilities
  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio 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
Requirements
  • Financial Planning Designation (PFP, QAFPTM 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 We Offer
  • 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 recognized and rewarded
  • A flexible work schedule based on client preferences and your own work/life balance
  • Innovative mobile technology to ensure your success
About Us

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.



  • Colwood, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionThis is for current and upcoming opportunities in Westshore market. 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...


  • Colwood, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionOpportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. You will be 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...


  • Colwood, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionRoyal Bank of Canada's Investment and Retirement Planning RoleWhat is the Opportunity?As an RBC Investment and Retirement Planner, you'll create custom investment solutions for prospective and existing clients. With internal referrals and your own prospecting, you'll help clients achieve their long-term financial goals.Key...


  • Colwood, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionThis is for current and upcoming opportunities in Westshore market. 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...