Financial Planner
4 weeks ago
Job Summary
Role Overview
We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As an Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market.
Key Responsibilities
- Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions
- Acquire and consolidate existing and new clients and assets
- Connect clients with the right RBC team members to meet their ongoing needs
- Develop external business referral sources through networking and marketing efforts
Requirements
Must-have
- Financial Planning Designation (QAFP, PFP, 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 and ability to effectively utilize mobile applications
What's in it for you?
We offer a comprehensive Total Rewards Program, world-class training programs, and a dynamic, collaborative work environment that recognizes and rewards initiative and hard work.
- A flexible work schedule based on client preferences and your own work-life balance
- Innovative mobile technology to ensure your success
At RBC, we value diversity and inclusion for innovation and growth. We strive to provide an accessible candidate experience and an equitable workplace for our employees to bring their true selves to work.
-
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeJob Opportunity:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Moose Jaw 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...
-
Dynamic Financial Solutions Specialist
5 days ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full timeUnlock your potential in a dynamic role as a Financial Planner with the Royal Bank of Canada.About the OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team in Moose Jaw, SK. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the local...
-
Career Opportunities in Financial Planning
2 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeOverviewRoyal Bank of Canada is a leading financial institution seeking experienced professionals to join our team as Financial Planners. In this role, you will be responsible for creating custom investment solutions for clients and driving business growth through prospecting and networking activities.Salary: The estimated annual salary for this position is...
-
Financial Planning Professional
4 weeks ago
Moose Jaw, Saskatchewan, 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 within the Moose Jaw, SK Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Expert Investment Strategist
1 week ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeRole SummaryWe are seeking a skilled Expert Investment Strategist to join our team in Moose Jaw, SK. As an RBC Investment and Retirement Planner, you will create custom investment solutions for clients within the local market.About the RoleThis is a full-time position offering a competitive commission structure and a comprehensive Total Rewards Program. You...
-
Investment Solutions Specialist
3 weeks ago
Moose Jaw, Saskatchewan, 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 within the region. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation,...
-
Financial Planner, Investment
3 weeks ago
moose jaw, Canada RBC 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 within the Moose Jaw, SK Market. Alongside your own prospecting and networking activity, you are fully supported by internal
-
Financial Planner, Investment
3 months ago
Moose Jaw, 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 within the Moose Jaw, SK Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Financial Planner, Investment
2 weeks ago
Moose Jaw, 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 within the Moose Jaw, SK Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your...
-
Wealth Specialist
6 months ago
Moose Jaw, Canada Conexus Credit Union Full timePLEASE APPLY THROUGH THE THRIVE WEBSITE FOR YOUR APPLICATION TO BE CONSIDERED: At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and...
-
Manager, Client Advice I
6 months ago
Moose Jaw, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...