Financial Planning Specialist

2 weeks ago

Prince Albert, Saskatchewan, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What 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 in a dynamic market. You 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 targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

  • 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

What do you need to succeed?

Must-have

  • 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

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

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.
​​​​​​​
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.

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 at jobs.rbc.com.

  • Financial Planning Specialist

    3 weeks ago

    Prince Albert, 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 in a dynamic market. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planning Expert

    4 weeks ago

    Prince Albert, 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 in a dynamic market. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planning Expert

    4 weeks ago

    Prince Albert, 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 in a dynamic market. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planner and Investment Specialist

    3 weeks ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job OpportunityOverviewWe are seeking a highly motivated and experienced Financial Planner and Investment Specialist to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for our clients, providing expert financial planning advice, and developing external business referral...

  • Wealth Management and Financial Planning Expert

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a highly skilled Investment and Retirement Planner with the Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and...

  • Wealth Management and Financial Planning Expert

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a highly skilled Investment and Retirement Planner with the Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and...

  • Investment and Retirement Planning Consultant

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and...

  • Investment and Retirement Planning Consultant

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and...

  • Accounting and Financial Services Specialist

    3 weeks ago

    Prince Albert, Saskatchewan, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a highly skilled Accounting and Financial Services Specialist to join our team at beBee Professionals in Prince Albert. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Key Responsibilities:Manage and maintain...

  • Financial Planner, Investment and Retirement Planning Expert

    3 weeks ago

    Prince Albert, Saskatchewan, 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 in the Prince Albert, SK market. With a strong focus on client-centricity, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.Key...

  • Financial Planner, Investment and Retirement Planning Expert

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs an RBC Investment and Retirement Planner in the Prince Albert, SK market, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner, Investment and Retirement Planning Expert

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs an RBC Investment and Retirement Planner in the Prince Albert, SK market, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will leverage your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner, Investment and Retirement Planning Expert

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Royal Bank of Canada Investment and Retirement Planner in the Prince Albert, SK market, 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...

  • Financial Planner, Investment and Retirement Planning Expert

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Royal Bank of Canada Investment and Retirement Planner in the Prince Albert, SK market, 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...

  • Financial Planner, Investment and Retirement Planning Expert

    3 weeks ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job OpportunityAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. 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 world-class advice and solutions that...

  • Financial Planner and Investment Specialist

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner in the Prince Albert, SK market, you will create custom investment solutions for prospective and existing RBC 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...

  • Financial Planner and Investment Specialist

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As an RBC Investment and Retirement Planner in the Prince Albert, SK market, you will create custom investment solutions for prospective and existing RBC 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...

  • Financial Planner, Investment and Portfolio Specialist

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a highly skilled Investment and Retirement Planner with the Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and...

  • Financial Planner, Investment and Portfolio Specialist

    1 month ago

    Prince Albert, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a highly skilled Investment and Retirement Planner with the Royal Bank of Canada, you will have the opportunity to create custom investment solutions for prospective and existing clients in the Prince Albert, SK market. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and...

  • Financial Planner

    4 weeks ago

    Prince Albert, Saskatchewan, Canada RBC Full time

    Job SummaryAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients in the Prince Albert, SK Market. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...