Financial Planner, Investment and Retirement Planning Specialist

3 days ago

Prince George, British Columbia, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What 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 world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new clients and assets, building strong relationships and trust with clients
  • Connect clients with the right RBC team members to help continuously meet their needs, ensuring seamless service and support
  • Develop external business referral sources through strategic networking, marketing, and partnerships

Requirements

Must-have

  • 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
  • Proven networking and client acquisition skills, with a strong ability to cultivate relationships
  • Ability to effectively utilize digital tools and mobile applications to enhance client service

What's in it for You?

We offer a comprehensive Total Rewards Program, including flexible benefits, a competitive commission structure, and pension options. You will also have access to world-class training programs and career development opportunities, as well as the advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Inclusion and Equal Opportunity Employment

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

  • Financial Planner, Investment and Retirement Planning Specialist

    1 week ago

    Prince George, British Columbia, Canada Royal Bank of Canada> Full time

    Job 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...

  • Financial Planner, Investment and Retirement Planning Specialist

    1 week ago

    Prince George, British Columbia, Canada Royal Bank of Canada> Full time

    Job 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...

  • Financial Planner, Investment and Retirement Planning Specialist

    6 days ago

    Prince George, British Columbia, Canada Royal Bank of Canada> Full time

    Job 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...

  • Financial Planner, Investment and Retirement Planning Specialist

    6 days ago

    Prince George, British Columbia, Canada Royal Bank of Canada> Full time

    Job 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...

  • Financial Planner

    2 days ago

    Prince George, British Columbia, Canada RBC - Royal Bank Full time

    RBC Financial PlannerRBC Financial Planner Join our team of dedicated professionals as a Financial Planner at RBC, where you will have the opportunity to make a meaningful impact on the financial well-being of our clients. Job Summary As a Financial Planner, you will be responsible for managing and growing a portfolio of mass affluent clients, providing...

  • Financial Planner

    2 days ago

    Prince George, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryAs a Financial Planner at RBC, 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 boundless energy to meet...

  • Financial Planner

    2 days ago

    Prince George, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryAs a Financial Planner at RBC, 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 boundless energy to meet...

  • Financial Planner

    2 days ago

    Prince George, British Columbia, Canada RBC - Royal Bank Full time

    Job SummaryAs a Financial Planner at RBC, 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 boundless energy to meet...

  • Financial Planning Advisor

    2 days ago

    Prince George, British Columbia, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial planning and advice to our clients, leveraging your expertise in mutual fund licensing and financial planning.Key...

  • Financial Planning Advisor

    3 days ago

    Prince George, British Columbia, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial planning and advice to our clients, leveraging your expertise in mutual fund licensing and financial planning.Key...

  • Sun Life Financial Advisor Opportunity

    2 days ago

    Prince George, British Columbia, Canada Sun Life Full time

    About the RoleSun Life is seeking a motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key ResponsibilitiesGrow your business by prospecting within your network and in your...

  • Sun Life Financial Advisor Opportunity

    3 days ago

    Prince George, British Columbia, Canada Sun Life Full time

    About the RoleSun Life is seeking a motivated and entrepreneurial individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key ResponsibilitiesGrow your business by prospecting within your network and in your...

  • Business Planning Specialist

    6 days ago

    Prince George, British Columbia, Canada Northern Health Authority Full time

    Job SummaryWe are seeking a highly skilled Business Planning Specialist to join our team at Northern Health Authority. As a key member of our operations team, you will be responsible for providing business planning, financial analysis, and strategic advice to assigned operational groups.Key ResponsibilitiesDevelop and implement detailed program...

  • Business Planning Specialist

    6 days ago

    Prince George, British Columbia, Canada Northern Health Authority Full time

    Job SummaryWe are seeking a highly skilled Business Planning Specialist to join our team at Northern Health Authority. As a key member of our operations team, you will be responsible for providing business planning, financial analysis, and strategic advice to assigned operational groups.Key ResponsibilitiesDevelop and implement detailed program...

  • Business Development Manager

    1 week ago

    Prince George, British Columbia, Canada CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Business Development Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Business Development Manager

    6 days ago

    Prince George, British Columbia, Canada CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Business Development Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Senior Financial Consultant

    5 days ago

    Prince George, British Columbia, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank - Global Banking and Markets, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their...

  • Senior Financial Consultant

    5 days ago

    Prince George, British Columbia, Canada Scotiabank - Global Banking and Markets Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank - Global Banking and Markets, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to build strong relationships with clients, understand their financial needs, and develop personalized financial strategies to help them achieve their...

  • Financial Planning Advisor

    1 week ago

    Prince George, British Columbia, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial planning and advice to clients, leveraging your expertise in mutual fund licensing and corporate financial planning.Key...

  • Financial Planning Advisor

    6 days ago

    Prince George, British Columbia, Canada IG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Advisor to join our Corporate Channel team at IG Wealth Management. As a key member of our team, you will be responsible for providing exceptional financial planning and advice to clients, leveraging your expertise in mutual fund licensing and corporate financial planning.Key...