Job Description
This opportunity is for the Outaouais region 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
- This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market
What do you need to succeed? Must-have
- Financial Planning Designation (IQPF) 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 relationship
What are the advantages for you? We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.
We care about each other, realize our potential, make a difference for our communities and achieve mutual success.
- Network and develop lasting relationships with students from diverse backgrounds across Canada
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
- Leaders who support your development with coaching and learning opportunities
- Work in a dynamic, collaborative, progressive and high-performance team
- Ability to make a difference and lasting impact
- Enjoy a comfortable work environment with the ability to dress casually
EVPP4 Job Skills Additional Job Details
Address :
1100 BOUL MALONEY O : GATINEAU
City : GATINEAU
GATINEAU
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 : 2023-07-04
2023-07-04
Application Deadline :
2023-11-28
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 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...
Manager, Financial Planning & Analysis
The Manager, Financial Planning and Analysis is part of the Financial Planning and Analysis team within Finance, with. This role will manage one (Senior) Financial Analyst to collect and analyze data and will also work closely with the Finance Business Partners for Engineering and Commercial, in ord...
Senior Financial Analyst, Financial Planning & Analysis
Develop and manage analytical tools and processes to improve the quality and transparency of financial results and forecasts and to facilitate ad hoc reporting;. Reporting to the Manager, Financial Planning and Analysis, the incumbent will be responsible for providing analysis and insights into the ...
Financial Planning and Analysis Manager
Support the development and execution of the financial planning process, encompassing budgeting, forecasting, and long-range planning initiatives. The ideal candidate will be a seasoned finance professional, preferably within the Telecom sector, with a proven track record of driving financial planni...
Financial Planner (Smyth and St-Laurent Branch)
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. Introduces ...
Senior SAP BW consultant specializing in Business Planning and Consolidation (BPC) application to provide in-service support for a Financial Planning and Forecasting project for a public sector client.
Senior SAP BW consultant specializing in Business Planning and Consolidation (BPC) application to provide in-service support for a Financial Planning and Forecasting project. The organization is currently in the "integrate phase" of the Financial Planning and Forecasting project and they plan to soo...
Financial Planner (College Square and Rideau View Shopping Centre Branches)
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. Introduces ...
Manager, Financial Planning & Analysis
Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Telesat Lightspeed, our revolutionary Low Earth Orbit (L...
Senior Financial Analyst, Financial Planning & Analysis
Develop and manage analytical tools and processes to improve the quality and transparency of financial results and forecasts and to facilitate ad hoc reporting;. We welcome and encourage applications from all qualified candidates, including women, Indigenous peoples and other persons of all races, e...
Senior Manager, Financial Planning & Analysis
Work with the Financial Reporting team to ensure timely, complete and accurate delivery of financial information and results for monthly and quarterly submissions. Join our dynamic team as a Senior Manager, Financial Planning & Analysis and be part of a company that values innovation, collaboration ...