Financial Planner, Investment Solutions Specialist

2 weeks ago

Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

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

Key Responsibilities:

  • Provide tailor-made 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 centres of influence

Requirements:

  • 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, ability to effectively utilize mobile applications

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.

  • 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

  • Financial Planner, Investment Specialist

    3 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job 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...

  • Financial Planner

    2 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryRole OverviewWe 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 ResponsibilitiesProvide tailored financial planning advice and solutions using our...

  • Investment Solutions Specialist

    6 days ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job 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

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. 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...

  • Financial Planner

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. 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...

  • Financial Planner

    2 months ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing 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 world-class...

  • Financial Planner

    2 months ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing 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 world-class...

  • Financial Planner

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. 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...

  • Financial Planner

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. 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...

  • Financial Planner

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner with Royal Bank of Canada, you will create custom investment solutions for clients in the Moose Jaw, SK market. You will work alongside internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.Key...

  • Financial Planner

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner with Royal Bank of Canada, you will create custom investment solutions for clients in the Moose Jaw, SK market. You will work alongside internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.Key...

  • Financial Planner

    1 month ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for clients in the Moose Jaw market. You will work with internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.Key Responsibilities:Provide...

  • Financial Planner

    1 month ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for clients in the Moose Jaw market. You will work with internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their long-term financial goals.Key Responsibilities:Provide...

  • Financial Advisor

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients within the Moose Jaw, SK Market. 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...

  • Financial Advisor

    4 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients within the Moose Jaw, SK Market. 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...

  • Investment Specialist

    21 hours ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job DescriptionAs a key member of the Royal Bank of Canada team, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. 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.Key...

  • Financial Planning Specialist

    3 weeks ago

    Moose Jaw, Saskatchewan, 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 within the Moose Jaw market. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new...

  • Financial Planning Professional

    2 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job 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 Management Specialist

    5 days ago

    Moose Jaw, Saskatchewan, Canada DMY BUSINESS SOLUTIONS LTD Full time

    About this roleWe are seeking a highly skilled Financial Management Specialist to join our team at DMY BUSINESS SOLUTIONS LTD. The successful candidate will be responsible for maintaining accurate financial records and performing various accounting tasks.Key responsibilitiesCalculate and prepare cheques for payroll in a timely and accurate manner.Maintain...

  • Financial Planning Specialist

    2 weeks ago

    Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs a key member of the Royal Bank of Canada team, you will create custom investment solutions for prospective and existing clients within the Moose Jaw market. With the support of internal partners, you will focus on prospecting and networking to drive new investment sales and provide world-class advice and solutions to help clients...