Current jobs related to Financial Planner, Investment and Retirement Planning Expert - Vancouver, British Columbia - RBC

  • Financial Planner, Investment and Retirement Planning Expert

    4 weeks ago

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

    Job SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...

  • Financial Planner, Investment and Retirement Planning Expert

    4 weeks ago

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

    Job SummaryAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With a strong focus on creativity, motivation, and drive for new investment sales, you will provide world-class advice and solutions that help clients achieve their long-term financial goals.Key...

  • Financial Planner, Investment and Retirement Planning Expert

    4 weeks ago

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

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, 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...

  • Financial Planner, Investment and Retirement Planning Expert

    4 weeks ago

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

    Job SummaryAs a Financial Planner, Investment and Retirement Planning, 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...

  • Financial Planner, Investment Retirement Planning Expert

    3 weeks ago

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

    Job OpportunityAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive new investment sales. With unlimited earning...

  • Assistant, Financial Planner Investment and Retirement Planning

    3 weeks ago

    Vancouver, British Columbia, Canada RBC - Royal Bank Full time

    Financial Planner, Investment and Retirement Planning Assistant Support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value-added administrative services and support. Key responsibilities include: Providing superior responsive service to client fax/e-mail/telephone...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 208606At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Planner, you'll play a key role in this effort by managing a portfolio of customers and providing expert advice on investment and retirement planning.Key Responsibilities:Conduct comprehensive reviews for assigned customers, including...

  • Financial Planner

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your priority will be providing investment and financial planning advice to help clients meet their unique goals.Following a comprehensive financial planning framework, you will be...

  • Financial Planner

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 201895At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your top priority will be providing investment and financial...

  • Financial Planner

    2 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 208606At Scotiabank, we're seeking a skilled Financial Planner to join our branch sales team. As a key member of our team, you'll contribute to our overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers.As a Financial Planner, you'll be...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner and Investment Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryAs 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, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions...

  • Financial Planner and Investment Specialist

    1 month ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryAs 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, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions...

Financial Planner, Investment and Retirement Planning Expert

2 months ago

Vancouver, British Columbia, Canada RBC Full time
{"Job Title": "Financial Planner, Investment and Retirement Planning Expert", "Job Summary": "As a Financial Planner, Investment and Retirement Planning Expert at RBC, you will create custom investment solutions for prospective and existing RBC 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.", "Responsibilities": "
  • Provide tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund 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 centers of influence
", "Requirements": "
  • Financial Planning Designation (PFP, QAFP or CFP) or close to completing
  • 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
  • Mandarin/Cantonese language skills considered an asset
", "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 RBC": "At RBC, 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.", "Inclusion and Equal Opportunity Employment": "At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.", "Accessibility": "We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.", "Join Our Talent Community": "Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips, and Recruitment events that matter to you.", "Expand Your Limits": "Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities."}