Financial Planner, Investment and Retirement Planning Expert
1 week ago
As a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.
Key Responsibilities- Develop and implement tailored financial planning advice and solutions using RBC's comprehensive array of investment and portfolio solutions.
- Acquire and consolidate existing and new-to-RBC clients and assets, fostering strong relationships and delivering exceptional client service.
- Connect clients with the right RBC team members to ensure their ongoing needs are met, driving client satisfaction and loyalty.
- Establish and maintain external business referral sources through networking, marketing, and strategic partnerships.
- Financial Planning Designation (PFP, QAFPTM or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning, with a proven track record of success.
- Excellent networking and client acquisition skills, with the ability to cultivate strong partner relationships.
- Digital savviness, with the ability to effectively utilize mobile applications.
- A comprehensive Total Rewards Program, including flexible benefits, competitive commission structure, and pension options.
- World-class training programs and career development opportunities, empowering you to reach your full potential.
- A dynamic, collaborative, and high-performing team environment, where initiative and hard work are recognized and rewarded.
- A flexible work schedule, allowing you to balance your work and personal life.
- Innovative mobile technology to ensure your success.
-
Smithers, Canada Royal Bank of Canada Full timeJob OpportunityAs a Financial Planner, Investment and Retirement Planning Expert at RBC, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and...
-
Smithers, Canada Royal Bank of Canada Full timeJob OpportunityAs a Financial Planner, Investment and Retirement Planning Expert at RBC, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that...
-
Smithers, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will have the opportunity to provide world-class advice and solutions that help clients achieve their long-term financial...
-
Smithers, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will have the opportunity to provide world-class advice and solutions that help clients achieve their long-term financial...
-
Smithers, Canada Royal Bank of Canada> Full time{"Job Summary": "As a highly skilled Financial Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on client-centricity, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key Responsibilities": "Provide tailor-made financial planning...
-
Smithers, Canada Royal Bank of Canada> Full time{"Job Summary": "As a highly skilled Financial Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on client-centricity, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key Responsibilities": "Provide tailor-made financial planning...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Smithers, Canada Royal Bank of Canada> Full timeJob SummaryJob 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...
-
SMITHERS, Canada Royal Bank of Canada Full timeJob SummaryJob 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...
-
Financial Planner
22 hours ago
SMITHERS, Canada Royal Bank of Canada Full timeJob SummaryAs 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 to acquire and consolidate clients and assets, providing tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.Key...
-
Financial Planner
8 hours ago
SMITHERS, Canada Royal Bank of Canada Full timeJob SummaryAs 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 to acquire and consolidate clients and assets, providing tailor-made financial planning advice and solutions using our array of investment and portfolio solutions.Key...
-
Chief Financial Officer
4 weeks ago
Smithers, Canada Town of Smithers Full timeJob SummaryThe Town of Smithers is seeking a highly skilled and experienced Director of Finance to lead its Finance Department. This is a full-time, exempt position that offers a competitive salary range of $134,749.75 to $145, commensurate with experience.About the RoleReporting to the Chief Administrative Officer, the Director of Finance is responsible for...
-
Chief Financial Officer
4 weeks ago
Smithers, Canada Town of Smithers Full timeJob SummaryThe Town of Smithers is seeking a highly skilled and experienced Director of Finance to lead its Finance Department. This is a full-time, exempt position that offers a competitive salary range of $134,749.75 to $145, commensurate with experience.About the RoleReporting to the Chief Administrative Officer, the Director of Finance is responsible for...
-
Financial Advisor
4 months ago
Smithers, Canada Scotiabank Full timeRequisition ID: 193665 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Advisory Planning Commission Member
2 weeks ago
Smithers, Canada Town of Smithers Full timeJoin the Advisory Planning Commission in SmithersThe Town of Smithers is seeking qualified individuals to fill two vacancies on the Advisory Planning Commission (APC). As a member of the APC, you will provide expert advice to the Council on planning-related matters, including land use, community planning, and proposed permits and bylaws.Key...
