Talent.com
0000050007 Royal Bank of Canada
Financial Planner, Investment and Retirement Planning0000050007 Royal Bank of Canada • CENTRAL SAANICH, British Columbia, Canada
Financial Planner, Investment and Retirement Planning

Financial Planner, Investment and Retirement Planning

0000050007 Royal Bank of Canada • CENTRAL SAANICH, British Columbia, Canada
Il y a 10 jours
Type de contrat
  • Temps plein
Description de poste

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.You must be mobile within the Cowichan region. (Mill Bay, Duncan & Ladysmith BC).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
Job SkillsAdditional Job Details

Address:

7188 WEST SAANICH RD:CENTRAL SAANICH

City:

Central Saanich

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-07-24

Application Deadline:

2026-08-10Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Créer une alerte emploi pour cette recherche

Financial Planner, Investment and Retirement Planning • CENTRAL SAANICH, British Columbia, Canada

Offres similaires

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialVictoria, Capital Regional District, CA
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Voir plus

 • Offre sponsorisée

Senior Analyst, Financial Reporting at BCI

BCIVictoria, Capital Regional District, CA
Temps plein

Shape the future of financial reporting at British Columbia Investment Management Corporation as a Senior Analyst.This position is pivotal in advancing reporting and compliance initiatives in a col... Voir plus

 • Offre sponsorisée

Global Equities Sapm: High-Conviction Returns & Impact - C$158,000 - C$183,000 A Year

BCIVictoria, Canada
Temps plein

A leading investment management firm in Victoria is looking for a Senior Associate Portfolio Manager.This role involves executing investment strategies and conducting rigorous analysis to maximize ... Voir plus

 • Offre sponsorisée

Finance Private Tutoring Jobs Brentwood Bay

SuperprofBrentwood Bay, Canada
20,00 $CA par heure
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus

 • Offre sponsorisée

Leasing Specialist (*Talent Pool*)

CAPREIT ApartmentsVictoria, Capital Regional District, CA
Temps plein +1

Are you highly organized, customer-oriented, and enjoy interacting with people?.Interested in joining one of Canada's consistently recognized 50 Best Employers' talent pool to build a future career... Voir plus

 • Offre sponsorisée

TD Wealth Developing Investment Advisor Role

The Toronto-Dominion Bank (Canada)Victoria, Capital Regional District, CA
Temps plein

Launch your finance career as a Developing Investment Advisor at TD Wealth in Victoria, British Columbia.This role emphasizes building relationships and crafting individualized investment plans for... Voir plus

 • Offre sponsorisée

Financial Planner, EFPS

Sun LifeVictoria, Capital Regional District, CA
Temps plein

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Voir plus

 • Offre sponsorisée

Financial Advisor Role at Sun Life

Sun Life FinancialVictoria, Capital Regional District, CA
Temps plein

Launch your career as a Financial Advisor with Sun Life and enjoy the benefits of self-direction.Receive ongoing support while helping clients achieve their financial milestones.As a Financial Advi... Voir plus

 • Offre sponsorisée

Managing Director, Private Debt Investments

British-Columbia-Investment-Management-Corporation-Victoria, Capital Regional District, CA
Temps plein

Join British Columbia Investment Management Corporation as Managing Director to spearhead private debt investments.Utilize your extensive investment management experience to lead strategic initiati... Voir plus

 • Offre sponsorisée

Statistics Private Tutoring Jobs Central Saanich

SuperprofCentral Saanich, Canada
20,00 $CA par heure
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus

 • Offre sponsorisée

Financial Planner - Oak Bay, Victoria

TDVictoria, Capital Regional District, Canada
Temps plein

Victoria, British Columbia, Canada.CAD (commission-based earnings possible).TD is committed to fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill develop... Voir plus

 • Offre sponsorisée

Planner / Planning Analyst II

District of SaanichVictoria, Capital Regional District, CA
Temporaire

Reporting to the Development Planning Process Manager, the Planning department is seeking a collaborative and solutions-focused.This 18-month term position will help improve how development permit ... Voir plus

 • Offre sponsorisée

Wealth Planner

VancityVictoria, Capital Regional District, CA
Temps plein +1

Vancity is a member-owned credit union built on the principles of inclusion and social justice.A relentless commitment to their values has helped them challenge the status quo and break down barrie... Voir plus

 • Offre sponsorisée

Investment Advsior

RBC Dominion SecuritiesVictoria, Capital Regional District, CA
Temps plein

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Voir plus

 • Offre sponsorisée

Finance Private Tutoring Jobs Central Saanich

SuperprofCentral Saanich, Canada
20,00 $CA par heure
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus

 • Offre sponsorisée

Financial Planner - Oak Bay, Victoria

TD BankVictoria, Capital Regional District, CA
Temps plein

Victoria, British Columbia, Canada.The Financial Planner will deliver comprehensive financial planning, investment advice, and relationship management to mass‑affluent clients, driving client satis... Voir plus

 • Offre sponsorisée

Investment Advisor Role with RBC

RBC Dominion SecuritiesVictoria, Capital Regional District, CA
Temps plein

Transform your future as an Investment Advisor at RBC Dominion Securities in Victoria, Canada.This role centers on guiding high-net-worth clients through effective financial planning and investment... Voir plus

 • Offre sponsorisée

Senior Financial Analyst: Private Markets & Reporting Lead - C$100,000 - C$125,000 A Year

Private Investment CompanyVictoria, Canada
Temps plein

A private investment company located in Victoria is seeking a Senior Financial Analyst to join its finance team.The ideal candidate will have a CPA/CFA designation and at least 3 years of experienc... Voir plus

 • Offre sponsorisée

Accounting Private Tutoring Jobs Brentwood Bay

SuperprofBrentwood Bay, Canada
20,00 $CA par heure
Temps plein +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Voir plus

 • Offre sponsorisée

Plant Maintenance Leadperson

01701 Heidelberg Materials Canada LimitedNorth Saanich, British Columbia (BC), CA
Temporaire

Heidelberg Materials is one of the world's largest suppliers of building materials.Heidelberg Materials North America operates over 450 locations across the U.Canada with approximately 9,000 employ... Voir plus