Job Summary
Job Description
What is the opportunity?
As an RBC Investment and Retirement Planner In the Yorkton and Melville, SK Markets; 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.
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
Fluent in English and a second language is an asset
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
Adaptability, Business Development, Client Centricity, Curiosity
Additional Job Details
Address :
78 BROADWAY ST E : YORKTON
City : YORKTON
YORKTON
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform :
PERSONAL & COMMERCIAL BANKING
Job Type : Regular
Regular
Pay Type : Commission
Commission
Posted Date : 2024-08-22
2024-08-22
Application Deadline :
2024-10-21
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
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. As an RBC Investment and Retirement Planner In the. Your creativity, motivation, and drive...
Investment & Corporate Banking - Technology, Media & Telecommunications (TMT), Analyst (San Fra[...]
Corporate & Investment Banking Analysts are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. ...
Financial Planner, Investment Specialist - Cariboo Region (Williams Lake, Quesnel, 100 Mile House)
Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Natural curiosity to uncover and solve for client’s needs, delivering trusted financial advice t...
Senior Financial Analyst - Financial Planning & Analysis (GWAM Finance)
Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM Finance - Financial Planning and Analysis. Actively involve in consolidating, analyzing, and synthesizing large amount ...
Director, Financial Planning & Analysis
Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. A strong understanding of SaaS business models and financial planning principles. Develop and manage the annual budget...
Investment and Planning Consultant
In addition to standard benefits like health and wellness, vacation, and retirement savings programs, we also provide other important benefits such as:. Investment and Planning Consultant. Investment and Planning Consultant (IPC). Support and/or facilitate the financial planning experience for the m...
Financial Planner, Investment Specialist - Fraser Valley (Abbotsford, Chilliwack, Langley)
Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to c...
Director of Budget & Financial Planning
The Director of Budget & Financial Planning leads university-wide budget operations, ensuring compliance with regulations and policies, coordinating financial reporting, and developing strategic plans. Research, analyze, and present financial and enrollment information related to the development and...
Financial Planner/Investment Specialist, Grand Falls-Windsor or Gander
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Guided by our purpose: "for every future", we help our customers, their families and their co...
Director of Budget & Financial Planning
Monitor and manage daily activities of production; organize and assign workflow and provide clear and direct communication to establish focus and ensure employees understand duties and delegated tasks; provide constructive feedback and support issue resolution. This position comes with a premium ben...