Financial Planner, Investment and Retirement Planning

3 weeks ago

Cowichan Valley, 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.

This is for future opportunities in the 3 communities of Vancouver Central Island:

Cowichan Valley – Duncan, Mill Bay, Ladysmith

Saanich Peninsula - Broadmead, Sidney, Brentwood Bay

Westshore - Westshore, Island Hwy, Sooke

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:

2690 MILL BAY RD:COWICHAN VALLEY

City:

COWICHAN VALLEY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-05-10

Application Deadline:

2024-06-07

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

    1 week ago

    COWICHAN VALLEY, 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

    21 hours ago

    Valley, 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

    23 hours ago

    Valley, 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

    20 hours ago

    Valley, 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

    2 weeks ago

    Valley, Canada RBC - Royal Bank 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...

  • Investment Analyst

    1 month ago

    Drayton Valley, Canada Calgary Software Developers Full time

    Education: Bachelor's degree - Experience: 1 to less than 7 months - Accounting **Tasks**: - Evaluate financial risk - Use portfolio management software - Collect financial and investment information about companies, stocks, bonds and other investments - Advise on and participate in the financial aspects of contracts and calls for tender - Analyze...

  • investment analyst

    1 month ago

    Drayton Valley, Canada Calgary Software Developers Full time

    Education: Bachelor's degreeExperience: 1 to less than 7 monthsAccountingTasksEvaluate financial riskUse portfolio management softwareCollect financial and investment information about companies, stocks, bonds and other investmentsAdvise on and participate in the financial aspects of contracts and calls for tenderAnalyze investment projectsAssist in...

  • investment analyst

    1 month ago

    Drayton Valley, Canada Calgary Software Developers Full time

    Education: Expérience: EducationBachelor's degreeAccountingTasksEvaluate financial riskUse portfolio management softwareCollect financial and investment information about companies, stocks, bonds and other investmentsAdvise on and participate in the financial aspects of contracts and calls for tenderAnalyze investment projectsAssist in preparing operating...

  • General and Casual Applications

    4 days ago

    Drayton Valley, Canada Seasons Retirement Communities Full time

    Seasons Drayton Valley 3902 47 St, Drayton Valley, AB T7A 0A2 General Applications **Celebrating its 15th anniversary this year, Seasons is a Canadian company that owns and operates 22 retirement communities across Alberta and Ontario. We want our residents to feel proud to call us home and know they are surrounded by people who genuinely care. Since...

  • Licensed Practical Nurse

    2 days ago

    Drayton Valley, Canada Seasons Retirement Communities Full time

    Full-Time, Temporary  3902-47St Drayton Valley  OurMission to You: As a certified Great Place to Work®, Seasons believes that every single team member plays an important role in the overall happiness of our residents. We foster a culture of growth and support for our committed team members and offer opportunities for personal and professional...

  • Fun Manager

    2 days ago

    Drayton Valley, Canada Seasons Retirement Communities Full time

    Full Time Salaried Seasons Drayton Valley 3902 47 St, Drayton Valley, AB T7A 0A2 OurMission to You: As a certified Great Place to Work®, Seasons believes that every single team member plays an important role in the overall happiness of our residents. We foster a culture of growth and support for our committed team members and offer opportunities for...

  • Chief Financial Officer

    1 month ago

    Happy Valley-Goose Bay, Canada Nunatukavut Full time

    We are looking for a collaborative and committed Chief Financial Officer (CFO) to join our team at our head office in Happy Valley-Goose Bay, Labrador. As CFO, you will work in partnership with the Governing Council and senior leadership to develop and guide NCC’s overarching financial strategy and resources. This includes responsibilities like: -...

  • Licensed Practical Nurse

    4 days ago

    Drayton Valley, Canada Seasons Retirement Communities Full time

    Full-Time, Temporary  3902-47St Drayton Valley  OurMission to You: As a certified Great Place to Work®, Seasons believes that every single team member plays an important role in the overall happiness of our residents. We foster a culture of growth and support for our committed team members and offer opportunities for personal and professional...

  • Client Advisor Intern

    1 week ago

    COWICHAN VALLEY, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...

  • Client Advisor Intern

    1 week ago

    Cowichan Valley, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...

  • Client Advisor

    3 weeks ago

    COWICHAN VALLEY, Canada Royal Bank of Canada Full time

    Job SummaryExécuter toute une série d’opérations financières de routine, comme l’encaissement de chèques, le traitement de retraits, la réalisation de dépôts et la supervision des paiements de cartes de crédit et de prêts. Miser sur son expérience et sa très grande connaissance pratique du travail, des politiques...

  • Client Advisor

    3 weeks ago

    Cowichan Valley, Canada Royal Bank of Canada> Full time

    Job SummaryExécuter toute une série d’opérations financières de routine, comme l’encaissement de chèques, le traitement de retraits, la réalisation de dépôts et la supervision des paiements de cartes de crédit et de prêts. Miser sur son expérience et sa très grande connaissance pratique du travail, des politiques et des pratiques pour...

  • Investment & Asset Management Administrator

    5 days ago

    Fraser Valley Regional District, BC, Canada Odlum Brown Limited Full time €53,000 - €60,000

    WHO WE ARE Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms. We are honoured to be...

  • Finance Officer

    2 days ago

    Cowichan Bay, Canada Cowichan Bay Waterworks District Full time

    Education: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year **Tasks**: - Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems - Maintain general ledgers and financial statements - Post journal...

  • Fun Manager

    2 days ago

    Drayton Valley, Canada Seasons Retirement Communities LP Full time

    Full Time Salaried Seasons Drayton Valley 3902 47 St, Drayton Valley, AB T7A 0A2 **Our Mission to You**: As a certified Great Place to Work®, Seasons believes that every single team member plays an important role in the overall happiness of our residents. We foster a culture of growth and support for our committed team members and offer opportunities for...