Financial Planning Specialist

2 weeks ago


Kamloops, British Columbia, Canada Royal Bank of Canada Full time

Opportunity Overview

As a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. With the support of internal partners, you will have a strong foundation 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 RBC's 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's in it for you?

  • 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.

Job Skills

  • Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

RBC is 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.



  • Kamloops, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Commercial Banking Specialist to support our commercial sales team at Envision Financial.The ideal candidate will have a strong background in financial analysis and a proven ability to manage change and identify opportunities for improvement.Responsibilities will include:Providing administrative and analytical support to the...


  • Kamloops, British Columbia, Canada Dawson Group Full time

    Job Title: Asset Planning SpecialistAbout the Role:Dawson Group is seeking a highly skilled Asset Planning Specialist to join our team. As a key member of our organization, you will be responsible for planning, coordinating, and directing the life cycle management of all equipment for effective maintenance and repair programs, equipment safety programs, and...


  • Kamloops, British Columbia, Canada Dawson Group Full time

    Job Title: Asset Planning SpecialistAbout the Role:Dawson Group is seeking a highly skilled Asset Planning Specialist to join our team. As a key member of our organization, you will be responsible for planning, coordinating, and directing the life cycle management of all equipment for effective maintenance and repair programs, equipment safety programs, and...


  • Kamloops, British Columbia, Canada Dawson Group Full time

    Dawson Group is seeking a highly skilled Asset Planning Specialist to oversee the life cycle management of all equipment for effective maintenance and repair programs, equipment safety programs, and equipment tracking and utilization.In this role, you will be a valued member of the Dawson Group, working in a permanent, full-time position of Asset Planning...


  • Kamloops, British Columbia, Canada Royal Bank of Canada Full time

    Wealth Planning RoleRoyal Bank of Canada is seeking a skilled Financial Services Specialist to join our team. As a Wealth Planning Professional, you will be responsible for creating custom investment solutions for clients, providing world-class advice and solutions to help clients achieve their long-term financial goals.Key Responsibilities:Provide...


  • Kamloops, British Columbia, Canada Envision Financial Full time

    We are seeking a Commercial Banking Specialist to support our commercial sales team at Envision Financial.The Commercial Banking Specialist is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two years in this role and once...


  • Kamloops, British Columbia, Canada Dawson Group Full time

    Job Title: Asset Planning SpecialistAbout the Role:Dawson Group is seeking a highly skilled Asset Planning Specialist to join our team. As a key member of our organization, you will be responsible for planning, coordinating, and directing the life cycle management of all equipment for effective maintenance and repair programs, equipment safety programs, and...


  • Kamloops, British Columbia, Canada Dawson Group Full time

    Job Title: Asset Planning SpecialistAbout the Role:Dawson Group is seeking a highly skilled Asset Planning Specialist to join our team. As a key member of our organization, you will be responsible for planning, coordinating, and directing the life cycle management of all equipment for effective maintenance and repair programs, equipment safety programs, and...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job Title: Director, Financial Planning and AnalysisThompson Rivers University is seeking a highly skilled and experienced Director, Financial Planning and Analysis to join our team.Job Summary:We are looking for a strategic thinker who can provide financial planning and analysis support to our organization. The successful candidate will have a strong...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job Title: Director, Financial Planning and AnalysisThompson Rivers University is seeking a highly skilled and experienced Director, Financial Planning and Analysis to join our team.Job Summary:We are looking for a strategic thinker who can provide financial planning and analysis support to our organization. The successful candidate will have a strong...


  • Kamloops, British Columbia, Canada Envision Financial Full time

    We are seeking a Commercial Banking Specialist to support our commercial sales team at Envision Financial.The Commercial Banking Specialist is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two years in this role and once...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job Title: Director, Financial Planning and AnalysisThompson Rivers University is seeking a highly skilled and experienced professional to fill the role of Director, Financial Planning and Analysis. This position plays a critical role in supporting the university's financial planning and decision-making processes.Key Responsibilities:Develop and maintain...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job Title: Director, Financial Planning and AnalysisThompson Rivers University is seeking a highly skilled and experienced professional to fill the role of Director, Financial Planning and Analysis. This position plays a critical role in supporting the university's financial planning and decision-making processes.Key Responsibilities:Develop and maintain...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job SummaryThe Director, Financial Planning and Analysis is a key leadership position at Thompson Rivers University, responsible for overseeing the Financial Planning & Analysis (FP&A) department and a wide range of functions including budgeting, forecasting, financial analysis, financial statement reviews, problem resolution, and general business advice to...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job SummaryThe Director of Financial Planning and Analysis is a key leadership position at Thompson Rivers University, responsible for overseeing the Financial Planning & Analysis (FP&A) department and a wide range of functions including budgeting, forecasting, financial analysis, financial statement reviews, problem resolution, and general business advice...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job SummaryThe Director, Financial Planning and Analysis is a key leadership position at Thompson Rivers University, responsible for overseeing the Financial Planning & Analysis (FP&A) department and a wide range of functions including budgeting, forecasting, financial analysis, financial statement reviews, problem resolution, and general business advice to...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job SummaryThe Director, Financial Planning and Analysis is a key leadership position at Thompson Rivers University, responsible for overseeing the Financial Planning & Analysis (FP&A) department and a wide range of functions including budgeting, forecasting, financial analysis, financial statement reviews, problem resolution, and general business advice to...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job SummaryThe Director, Financial Planning and Analysis is a key leadership position at Thompson Rivers University, responsible for overseeing the Financial Planning & Analysis (FP&A) department and a wide range of functions including budgeting, forecasting, financial analysis, financial statement reviews, problem resolution, and general business advice to...


  • Kamloops, British Columbia, Canada Thompson Rivers University Full time

    Job SummaryThe Director, Financial Planning and Analysis is a key leadership position at Thompson Rivers University, responsible for overseeing the Financial Planning & Analysis (FP&A) department and a wide range of functions including budgeting, forecasting, financial analysis, financial statement reviews, problem resolution, and general business advice to...


  • Kamloops, British Columbia, Canada beBee Professionals Full time $40,000 - $60,000

    We are seeking a detail-oriented Financial Record Specialist to maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and monitor cash flow.Prepare...