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 current and upcoming opportunities in the Tri-Cities market. 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
RBCFPEVPP4 Job Skills Adaptability, Business Development, Client Centricity, Curiosity Additional Job Details
Address :
218 NEWPORT DR : PORT MOODY
City : PORT MOODY
PORT MOODY
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform :
Personal and Commercial Banking
Job Type : Regular
Regular
Pay Type : Commission
Commission
Posted Date : 2024-05-15
2024-05-15
Application Deadline :
2024-06-12
I nclusion 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
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select...
Financial Planner, Investment and Retirement Planning Assistant
As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Strong skills in problem solving and...
First Nations/Metis/Inuit - Financial Planner, Investment Specialist - North & West Vancouver
Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capit...
Financial Planner, Investment and Retirement Planning
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select...
First Nations/Metis/Inuit - Financial Planner, Investment Specialist - North & West Vancouver
You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or re...
Manager, Financial Planning & Analysis (18-month Contract)
The Manager, Financial Planning and Analysis reports to the Director, Financial Services and interacts with other administrators to provide key financial information and analysis and ensure alignment of policies and procedures within the University to support the budget management process. Do you sh...
Director, Financial Planning & Analysis
Reporting to the Chief Financial Officer, you will be responsible for leading corporate financial planning, budget analysis, and special projects, delivering high-impact financial analysis and reports that empower business decision-making. E-Comm also provides integrated police and fire call taking,...
financial planning and analysis manager
Plan and control budget and expenditures. Establish and implement policies and procedures. Design and manage investment strategies. Oversee the collection and analysis of financial data. ...
Director, Planning & Advice (Langley Collaboration Centre)
Ensures business plan, marketing plans and operations align with FW strategic direction and long term critical success factors; establishes and monitors expectations for assigned team and ensures annual goals and targets are achieved or exceeded; develops and implements solutions to assist team in t...
Senior Associate Wealth Advisor & Financial Planner
Work with other planning experts within RBC (including Financial Planning, Estate Planning, Business Owner Planning, Trust Planning, Charitable Planning, Insurance Planning and other professional specialists) to prepare customized planning for the specific needs and objectives of our HNW Clients (th...