Financial Planner, Investment
1 month ago
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 within the Listowel, Arthur and Drayton, ON Markets . 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® or CFP® or QAFP®)
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
#LI-RZ1
RBCFP
Job Skills
Additional Job Details
Address:
175 WALLACE AVE N:NORTH PERTHCity:
NORTH PERTHCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
CommissionPosted Date:
2024-06-18Application Deadline:
2024-09-10Inclusion 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 Specialist
1 week ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients within the financial services industry. You will work closely with internal partners to acquire and consolidate existing and new clients, while...
-
Financial Planner, Investment Specialist
1 week ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients within the financial services industry. You will work closely with internal partners to acquire and consolidate existing and new clients, while...
-
Financial Planner, Investment
1 week ago
Perth County, Canada Royal Bank of Canada Full timeJob Title: RBC Investment and Retirement PlannerAbout the Role:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and...
-
Financial Planner
5 days ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients and assets, providing tailor-made financial planning advice and...
-
Financial Planner
5 days ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients and assets, providing tailor-made financial planning advice and...
-
Financial Planner, Investment
4 weeks ago
North Perth, 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 Listowel, Arthur and Drayton, ON Markets. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...
-
Financial Planner, Investment
4 weeks ago
North Perth, 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 Listowel, Arthur and Drayton, ON Markets. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your...
-
Financial Planner, Investment
3 weeks ago
NORTH PERTH, Canada Royal Bank of Canada Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
-
Investment Specialist
3 months ago
North Vancouver, Canada BMO Financial Group Full time1505 Lonsdale Avenue North Vancouver British Columbia,V7M 2J4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Financial Planner, Investment
1 week ago
Perth, Canada RBC - Royal Bank Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
-
Financial Planner, Investment Specialist
4 weeks ago
North Vancouver, Canada Scotiabank Full timeFinancial PlannerRequisition ID: 201089Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...
-
Financial Planner, Investment Specialist
2 months ago
North Vancouver, Canada Scotiabank Full timeFinancial PlannerRequisition ID: 201089Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...
-
Financial Planner, Investment Specialist
2 months ago
North Vancouver, Canada Scotiabank Full timeFinancial PlannerRequisition ID: 201089Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...
-
Financial Planner, Investment Specialist
1 month ago
North Vancouver, Metro Vancouver Regional District, CA Scotiabank Full timeFinancial PlannerRequisition ID: 201089Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Most importantly, you realize that your clients are...
-
North Cowichan, British Columbia, Canada Royal Bank of Canada> Full timeJob 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. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
North Cowichan, British Columbia, Canada Royal Bank of Canada> Full timeJob 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. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
-
Prince George, Regional District of Fraser-Fort George, CA RBC - Royal Bank Full timeJob 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...
-
Financial Planner
4 weeks ago
North Bay, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority...
-
Financial Planner
4 weeks ago
North Bay, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority...
-
Financial Planner
1 month ago
North Vancouver, Canada Scotiabank Full timeJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority...
