Financial Planner, Investment and Retirement Planning

1 month ago

Smithers, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are 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.

What will you do?

  • 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

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP®, QAFP™ 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

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:

1106 MAIN ST:SMITHERS

City:

SMITHERS

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-01-23

Application Deadline:

2024-06-28

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.

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 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 Planner, Investment and Retirement Planning

    4 weeks ago

    Smithers, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Financial Planner, Investment and Retirement Planning

    4 weeks ago

    Smithers, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Financial Planner, Investment and Retirement Planning

    4 weeks ago

    Smithers, Canada RBC - Royal Bank Full time

    Job Summary As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to...

  • Financial Planner, Investment and Retirement Planning

    1 month ago

    SMITHERS, 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. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...

  • Financial Planner, Investment and Retirement Planning

    1 week ago

    SMITHERS, 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. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...

  • Financial Advisor

    2 days ago

    Smithers, Canada Scotiabank Full time

    Requisition ID: 193665 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Insurance Broker

    2 weeks ago

    Smithers, Canada Western Financial Group Full time

    **Truthfulness | Fairness | Value | Loyalty** As one of Canada's largest insurance providers, Western has more than 220 locations across Canada. With over 2,100 team members, our actions are anchored in our Guiding Principles, Truthfulness, Fairness, Value, and Loyalty. We take care to deliver the right insurance solution every time so our customers can...

  • Insurance Broker

    1 month ago

    Smithers, Canada Western Financial Group Full time

    Here is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve...

  • Insurance Broker

    1 week ago

    Smithers, Canada Western Financial Group Full time

    Here is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve...

  • Insurance Broker

    2 weeks ago

    Smithers, Canada Western Financial Group Full time

    Here is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve...

  • truck driver

    1 week ago

    Smithers, Canada Bandstra Transportation Systems Ltd Full time

    Education: Secondary (high) school graduation certificateExperience: Will trainTasksLoad and unload goodsOperate and drive straight or articulated trucks to transport goods and materialsOversee condition of vehicle and inspect tires, lights, brakes, cold storage and other equipmentPerform brake adjustmentsPerform emergency roadside repairsPerform pre-trip,...

  • truck driver

    2 weeks ago

    Smithers, Canada Bandstra Transportation Systems Ltd Full time

    Education: Secondary (high) school graduation certificateExperience: Will trainTasksLoad and unload goodsOperate and drive straight or articulated trucks to transport goods and materialsOversee condition of vehicle and inspect tires, lights, brakes, cold storage and other equipmentPerform brake adjustmentsPerform emergency roadside repairsPerform pre-trip,...

  • truck driver

    1 week ago

    Smithers, Canada Bandstra Transportation Systems Ltd Full time

    Education: Expérience: EducationSecondary (high) school graduation certificateTasksLoad and unload goodsOperate and drive straight or articulated trucks to transport goods and materialsOversee condition of vehicle and inspect tires, lights, brakes, cold storage and other equipmentPerform brake adjustmentsPerform emergency roadside repairsPerform pre-trip,...

  • legal assistant

    4 weeks ago

    Smithers, Canada 1164 Law Corporation Full time

    Work Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Bachelor's degreeExperience: Experience an asset or equivalent experienceWork settingGeneral law practiceRelocation costs not covered by employerBusiness or corporate lawWilling to relocateLitigationProperty and real estate lawTasksCoordinate the flow of informationOpen and...

  • lubrication technician

    1 week ago

    Smithers, Canada Coast Mountain Chevrolet Buick GMC LTD. Full time

    Education: Secondary (high) school graduation certificateExperience: Experience an asset or equivalent experienceWork site environmentDustyNoisyTasksAdd or replace hydraulic and transmission fluidsAssist mechanics and perform other duties as directedChange engine oil and lubricate running gears or moving parts of automobiles, trucks or heavy equipmentProvide...

  • lubrication technician

    3 weeks ago

    Smithers, Canada Coast Mountain Chevrolet Buick GMC LTD. Full time

    Education: Secondary (high) school graduation certificateExperience: Experience an asset or equivalent experienceWork site environmentDustyNoisyTasksAdd or replace hydraulic and transmission fluidsAssist mechanics and perform other duties as directedChange engine oil and lubricate running gears or moving parts of automobiles, trucks or heavy equipmentProvide...

  • food service supervisor

    4 weeks ago

    Smithers, Canada MCDONALD’S RESTAURANT Full time

    Work Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork site environmentNoisyHotWork settingOn-site customer serviceRestaurantTasksEstablish methods to meet work schedulesSupervise and co-ordinate activities of staff who prepare and portion...

  • food service supervisor

    3 weeks ago

    Smithers, Canada MCDONALD’S RESTAURANT Full time

    Work Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork site environmentNoisyHotWork settingOn-site customer serviceRestaurantTasksEstablish methods to meet work schedulesSupervise and co-ordinate activities of staff who prepare and portion...

  • food service supervisor

    7 days ago

    Smithers, Canada MCDONALD’S RESTAURANT Full time

    Work Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork site environmentNoisyHotWork settingOn-site customer serviceRestaurantTasksEstablish methods to meet work schedulesSupervise and co-ordinate activities of staff who prepare and portion...

  • lubrication technician

    2 weeks ago

    Smithers, Canada Coast Mountain Chevrolet Buick GMC LTD. Full time

    Education: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceWork site environmentDustyNoisyTasksAdd or replace hydraulic and transmission fluidsAssist mechanics and perform other duties as directedChange engine oil and lubricate running gears or moving parts of automobiles, trucks or heavy equipmentProvide on-site...