Financial Planner

2 months ago

Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time
Job Summary

As a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.

Key Responsibilities
  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
  • Financial Planning Designation (PFP or CFP or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning within a financial institution
  • Strong investment and credit experience/knowledge
  • Ability to be decisive in decision making and process heavy volumes
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Fluent in English and a Second Language is an asset
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.

  • 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

  • Financial Planner

    1 month ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an Investment and Retirement Planner, you will be responsible for creating custom investment solutions for our clients and helping them achieve their long-term financial goals.Key ResponsibilitiesProvide tailored financial planning...

  • Financial Planner

    1 month ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an Investment and Retirement Planner, you will be responsible for creating custom investment solutions for our clients and helping them achieve their long-term financial goals.Key ResponsibilitiesProvide tailored financial planning...

  • Financial Planner

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will create custom investment solutions for prospective and existing clients within the Saskatoon Market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new...

  • Financial Planner Professional

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryRole OverviewWe are seeking a skilled Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, helping them achieve their long-term goals.Key ResponsibilitiesDevelop and implement tailored financial plans for clients, utilizing...

  • Financial Planner

    4 weeks ago

    Saskatoon, Saskatchewan, 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 within the Saskatoon Market. 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...

  • Financial Planner

    4 weeks ago

    Saskatoon, Saskatchewan, 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 within the Saskatoon Market. 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...

  • Financial Planner

    4 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for clients within the Saskatoon Market. You will work alongside internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.Key...

  • Space Planner

    4 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    About the RoleThe University of Saskatchewan is seeking a highly skilled and experienced Space Planner to join its Campus Planning & Real Estate team. As a key member of the team, you will play a critical role in coordinating tactical and strategic initiatives to optimize space utilization and support the university's teaching and research mission.Key...

  • Space Planner

    1 month ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Job SummaryWe are seeking a highly skilled and experienced Space Planner to join our Campus Planning & Real Estate team at the University of Saskatchewan. As a key member of our team, you will play a critical role in coordinating tactical and strategic initiatives related to space management, ensuring that our institutional space framework is aligned with...

  • Space Planner

    1 month ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Job SummaryWe are seeking a highly skilled and experienced Space Planner to join our Campus Planning & Real Estate team at the University of Saskatchewan. As a key member of our team, you will play a critical role in coordinating tactical and strategic initiatives related to space management, ensuring that our institutional space framework is aligned with...

  • Financial Services Professional

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Financial Planning RoleWe are seeking a skilled Financial Planning professional to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, helping them achieve their long-term goals.Key Responsibilities:* Provide tailored financial planning advice and...

  • Space Planner

    4 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Job SummaryWe are seeking a highly skilled and experienced Space Planner to join our Campus Planning & Real Estate team at the University of Saskatchewan. As a key member of our team, you will play a critical role in coordinating tactical and strategic initiatives related to space management, ensuring that our institutional space framework is aligned with...

  • Space Planner

    4 weeks ago

    Saskatoon, Saskatchewan, Canada University of Saskatchewan Full time

    Job SummaryWe are seeking a highly skilled and experienced Space Planner to join our Campus Planning & Real Estate team at the University of Saskatchewan. As a key member of our team, you will play a critical role in coordinating tactical and strategic initiatives related to space management, ensuring that our institutional space framework is aligned with...

  • Financial Planning Specialist

    3 weeks ago

    Saskatoon, Saskatchewan, Canada RBC Full time

    Job SummaryRBC is seeking a skilled Financial Planning Specialist to create custom investment solutions for prospective and existing clients. As an RBC Investment and Retirement Planner, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key Responsibilities- Provide tailor-made financial planning advice...

  • Financial Services Professional

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Services Professional

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

  • Financial Services Professional

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planning Specialist

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Saskatoon Market. 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...

  • Financial Planning Specialist

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow 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...

  • Financial Planning Specialist

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow 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...