Job Summary
Job Description
The candidate must be available to travel within the city of Val d'Or
What is the opportunity?
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.
With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
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 (IFP) or in the process of completion
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
This role requires fluency in French to serve RBC's French speaking customers in this market
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.
Full-time RBC employee status with unlimited earning potential and full benefits
Work with a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Flexible work / life balance options
Job Skills
Financial Planner, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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, i...
Financial Planner, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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, i...
Senior Director, Corporate Financial Planning & Analysis
Director, Corporate Financial Planning and Analysis is responsible for coordination of operational and management reporting, forecast (annual budget and monthly rolling forecast), identify opportunities and risks aiming to ensure delivery of financial commitments. SNDL is a licensed cannabis produce...
Virtual Financial Planner (Bilingual, French and English)
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Are you loo...
Sales Director/Account Manager - Digital Transformation
We are currently searching the market for an experienced, dynamic, organized, self-starter to join as Sales Director/Account Manager for our Consulting and Digital Transformation (CDx) line of business. This role is 50% account management and 50% sales. ...
Executive/Administrative Assistant - Real Estate Development
Our client is a successful real estate development company located in Vaughan and they a great opportunity for an Administrative/Executive Assistant. Administrative support including reports and meeting notes. ...
Cashier
Opportunities for advancement within the companyAn employer that's involved in the communityTeamwork and ongoing trainingA comprehensive training program for all new hiresA student incentive programAnd much more!At RONA, over 22,000 employees let their passion blossom every day.Our teams from the RO...
Warehouse Associate
The Warehouse Associate performs warehouse duties and functions to support inventory integrity, order processing – picking, packing, staging, shipping, and general maintenance and housekeeping duties to ensure a safe, clean, and orderly work environment. Warehouse experience an asset, but not requ...
Sales Associate
As a Torrid Sales Associate, you'll provide the Torrid Connection to every customer through your genuine ability to make our customer feel comfortable, cared for and confident. Perform register functions while using your sales, promotion and product knowledge to drive add-on sales. Cover the sales f...
Supply Chain Warehouse Associate
The Supply Chain Warehouse Associate is accountable to Logistics Supervisor for activities relating to the warehouse organization, receiving, storage, material flow to internal customers and shipping in accordance with the requirements outlined in Standard Operating Procedures and Good Manufacturing...