Job Summary
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.
Westshore Community - Westshore, Island Hwy / Colwood and Sooke
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
RBCFP
EVPP4
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity
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
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
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...
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...
Delivery Driver
Delivery Driver Responsibilities:. Full valid driver’s license. Clean drivers abstract (no more than 1 violation within last 3 years). All candidates are required to pass interviews, criminal history check, & have clean driver's abstract no more than 1 traffic violation in the last 3 y...
Partner Administrative Assistant
KPMG is looking for an Administrative Assistant who can provide support on a range of activities to ensure a high-quality product. The role of Partner Administrative Assistant is deemed to be an essential service and is required to be performed in office. Provide administrative support to partners, ...
retail sales associate
Prepare sales, rental or leasing contracts. Advertise and/or promote products, sales or services. Conduct sales transactions through Internet-based electronic commerce. Maintain sales records for inventory control. ...
Account Manager - Commercial
Reporting to the District Sales Manager, you will also prospect and onboard new accounts while managing relationships with key vendors. ...
cashier
Secondary (high) school graduation certificate.Process money, cheques and credit/debit card payments.Tabulate total payment for goods or services required.Receive payment for goods or services.Calculate daily/shift payments received and reconcile with total sales.Stock shelves and clean counter area...
Delivery Driver & Warehouse - $500 signing bonus
Duties include moving furniture to & from our showroom floors, preparing orders for pick-up & delivery as well as carefully loading & unloading our vehicles thus ensuring all goods are delivered to their new home safely and securely. One of the most imp...