Overview

Financial Planner Investment and Retirement Planning Jobs in Dawson Creek, Canada at 0000050007 Royal Bank of Canada

Location: Dawson Creek

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.
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®, QAFPâ„¢ or CFP®)
  • 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 Skills
    Adaptability, Business Development, Client Centricity, Curious Mindset
    Additional Job Details

    Address:

    10324 10 ST:

    DAWSON CREEK

    City:

    Dawson Creek

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    PERSONAL & COMMERCIAL BANKING

    Job Type:

    Regular

    Pay Type:

    Commission

    Posted Date:

    Final date to receive applications:

    Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
    Our Employment Opportunities
    At 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.

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    Expand your limits and create a new future together d out how we use our passion and drive to enhance the well-being of our clients and communities at

    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 lified applicants may be contacted to review their resume in more detail.

    Title: Financial Planner Investment and Retirement Planning

    Company: 0000050007 Royal Bank of Canada

    Location: Dawson Creek, Canada

    Category:

     

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