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.

** Please note specific location is to be determined and successful incumbent must be mobile within the Brandon, Killarney, Melita, Glenboro, Wawanesa, Virden, and Souris Markets **

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

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

Job Skills

Additional Job Details

661 18 ST:BRANDON

BRANDON

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Commission

2024-02-16

As Director, Corporate Finance, you are part of a team of client-facing credit professionals aligned to our large commercial client segment within CFS, defined as commercial clients with annual sales revenue between $25MM and $100MM. You play a key role in realizing our business growth objectives through the structuring, delivery and management of credit for a portfolio of large commercial clients. You will lead the end-to-end credit relationship for a defined portfolio of clients with a focus on loan origination and ongoing portfolio quality oversight. You contribute to an exceptional client experience by providing superior business, financial and credit advice directly to clients.

What will you do?

• Collaborate with client relationship managers to structure, deliver, close, and monitor loan transactions, including credit submissions to Group Risk Management (GRM) and transaction presentations to clients

• Collaborate with client relationship managers in the preparation and presentation of credit pitches that clearly articulate advantages and benefits of proposed credit solutions to existing and potential clients

• Demonstrate RBC’s capability to provide customized and creative credit solutions in a timely manner and deliver credit solutions that meet or exceed our client’s needs

• Manage all aspects of the credit approval process including ComCom and GRM, developing strong working relationships with National Office personnel and risk managers.   

• Actively develop, strengthen and deepen client relationships and engage  with key RBC partners including Group Risk Management, Private Banking, Corporate Client Group (including the ABL, MMLF and Mezz teams), National Specialized Solutions (e.g. Leasing, Trade Finance), Personal Banking, and others

• Exercise due diligence in recommending credit applications, working in collaboration with Risk Management, especially in supporting risk processes and guidelines in order to find the appropriate mix of credit risk and structural mitigants.

• Maintain portfolio quality oversight through proactive portfolio management, including annual credit renewals, covenant monitoring and control

What do you need to succeed?

Must-have:

• Proven track record in financial and credit analysis in support of exceptional client relationship management

• Minimum three years’ experience in commercial lending at a major financial institution Undergraduate degree in Business, Economics, Accounting, or Finance with strong quantitative, financial modeling, and analytical skills, as well as an ability to analyze company financial statements

• Strong skills with Microsoft Office, as well as experience with emerging resources, communications and technology (e.g. online data resources, web-based meetings, social media, digital banking, and mobile applications)

• Professional verbal and written communication skills with a high level of attention to detail in both written work and financial analysis

• Strong organizational skills, ability to perform well under pressure, prioritize multiple tasks and projects, while meeting time-sensitive deadlines

Nice-to-have:

• MBA, CA, CMA, CGA, CPA or CFA

• Work experience in corporate lending / corporate finance

• Trained in credit and accounting with an ability to manage complex concepts

• Bilingual in French and English

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 including competitive compensation, bonuses, and flexible benefits

• Continued opportunities for career advancement

• World-class sales training, coaching, and development opportunities Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training

• Opportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

WATERPARK PLACE, 20 BAY ST:TORONTO

TORONTO

Canada

37.5

Full time

Personal and Commercial Banking

Regular

Salaried

2024-02-09

2024-02-24

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Associate Financial Consultant, Acquisition

Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work flexibility, but also endorses it. A place where diversity and inclusion and a commitment to employee health and wellbeing are part of the corporate DNA. A job that is more than a job – allowing you to make a meaningful contribution to the welfare of some of the hardest working Canadians we know – physicians. If not only what you do but who you do it for matters, consider this opportunity join our exceptional team of professionals committed to making a difference to those on the front lines of Canadian healthcare.

There has never been a better time to join MD as an Associate Financial Consultant, Acquisition. The Associate Financial Consultant, Acquisition Program is a multi-year salaried program aimed at developing high performing, entrepreneurial-minded individuals into a Senior Financial Consultant role. Successful candidates will complete a comprehensive training program including 5-months in the Scotia Wealth Management Associate Program (WMAP). The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Once the program is completed, you will be able to leverage MD’s wealth management tools and reputation to build a wealth advisory practice. You will focus on utilizing client discovery, financial planning, portfolio management and relationship management skills to identify opportunities, develop and execute a plan to help high net worth clients build and sustain their wealth.

As an Associate Financial Consultant, Acquisition you will

• Generate outbound leads and manage inbound referrals, converting both into sales opportunities.
• Apply a growth mindset to assess and analyze all prospect opportunities and create financial plans, leveraging other areas of the business as needed, to provide the appropriate level of service to clients based on their personal preferences and/or financial/investment circumstances.
• Develop and lead marketing initiatives and deliver a high touch, top-quality client experience consistent with MD values and brand.
• Participate in/lead client seminars, partner events, conferences, information sessions and other activities relative to the medical community to promote MD products/programs and increase awareness of legislative changes.
• Lead efforts to convert high-potential targets to grow market share.
• Grow and retain market share through active prospecting, purposeful business development and exceptional customer relationship management.
• Track pipeline reporting to ensure effective sales management and prepare and execute quarterly business plans to meet target objectives.
• Complete financial planning in the areas of risk management, estate planning, liability management, cashflow budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
• Prepare and review comprehensive financial plans and investment strategies based on MD Management (MDM) developed and managed optimal portfolio ranges.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-today activities and decisions.

What’s In It For You?

• An accelerated career development program that that puts you on the fast track to becoming a Senior Financial Consultant. No wait time for a role to become available or competing for limited roles; graduates of the program move on to become a Senior Financial Consultant.
• Access to training and support to help you attain necessary licensing and certifications on your career path to Senior Financial Consultant (Wealth Management Essentials, Certified Financial Planner Designation, Life License).
• Mentoring and learning opportunities within the MD Wealth Advisory businesses to gain a broad understanding of the MD value proposition and its associated products and services.
• Specialized training in the areas of lead generation, relationship management, comprehensive financial planning and understanding the physician lifecycle and their unique needs/challenges. Rigorous feedback systems and dedicated coaching to ensure your success.
• Access to a community of peers - a cohort program provides you an interactive and dynamic setting to foster creativity, learn new skills and encourage greater progress.

What MD Expects of You:

• The desire to build a career in a Wealth Advisory role – you possess an entrepreneurial spirt, accountability and an openness to constructive feedback.
• You lead by example – you’re a resourceful self-starter with well-honed communication skills and the ability to influence and build consensus.
• A commitment to providing an exceptional client experience – built on a foundation of client first relationships, mutual trust, and high integrity.
• A desire to learn – to further your knowledge of not only MD products, but also advanced financial planning concepts including income tax, investment trends and products, and any other issues that could impact MD clients.
• You embrace change – thriving in a diverse environment of ever-changing priorities where ambiguity, multi-tasking and tight deadlines are the norm.
• The ability to work independently and as part of a broader team, always seeking ways to better serve the client.
• A high level of comfort with technology to support virtual meetings and CRM.
• Flexibility – to relocate across Canada.
• Confidence – in yourself, in MD’s products, in asking for the business.

The Must Haves:

• A proven track record of success and client service in a high-performing environment.
• Masters or undergraduate university degree in business, commerce, or financial planning.
• Completion of the Canadian Securities Course prior to employment start date
• Become IRROC licensed as a Registered Representative having completed the Canadian Securities Course, the Conduct & Practices Handbook and subsequently, the 90-day training.
• By year three of the program, completion of the Life License (LLQP), Group Annuity Sector (PQPAV – Quebec only) and a willingness to complete other regulatory requirements.
• Willingness to complete the Wealth Management Essentials course (WME, post-licensing requirement) within 30 months of hire.

Assets:

• Fluency in a second language (French, Spanish, Mandarin/Cantonese).
• Lending experience.
• Working knowledge of financial planning and financial services.
• Product knowledge.

Why MD?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We know that financial security is important to you and we’re here to help – competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We realize time away to recharge is a non-negotiable – we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
• We understand that cost-effective banking solutions mean more money in your pocket – through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
• We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

As a Financial Consultant – Early Career Segment, you will be responsible for prospecting, retaining and growing MD’s market share in the medical student, resident and new in practice physician communities.

Is this role right for you? In this role you will:

• Build rapport and trusted relationships with MD clients through active listening and by developing an appreciation of what’s important to them.  You’ll recommend an approach based on their level of understanding and interest, tailored to their specific needs and goals. 
• Be accountable for the completion of financial plans addressing the areas of goal setting, cashflow/budgeting, debt and education funding, investment management, medical practice incorporation/planning, tax mitigation, risk management, retirement planning and estate planning.
• Recommend investment strategies based on MD Management developed and managed optimal portfolio ranges, ensuring compliance with all industry regulations, MD program and process requirements and Scotiabank risk appetite and culture.
• Prepare and execute quarterly business plans to aid in the meeting of individual, regional and corporate targets.
• Participate and/or conduct financial planning seminars and other Early Career hosted events throughout the region to enlighten clients through financial literacy and MD Management overall offerings. Partner with MD marketing and management concerning potential new products and services.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A desire to learn – to further your knowledge of not only MD products, but also tax, investment trends, products and other concerns that may impact your client base.  
• An appreciation of compliance – an understanding of MDFM internal trading policies, rules of the stock exchange, industry regulations and associated requirements,     guidelines of the Investment Dealers Association of Canada and, an appreciation for Scotiabank’s commitment to ethical day to day activities and decisions.
• The ability to work independently and as part of a broader team.
• A high level of comfort with technology to support virtual meetings and CRM.
• Confidence – in yourself, in MD’s products, in asking for the business.
• Marketing Savvy – the ability to identify opportunities for new product and service enhancements.  Actively seeking opportunities to build business through engagement of   various centres of influence such as accountants, chief residents, clinic owners.  
• Confidence in presenting recommendations to both existing and potential clients and asking for referrals. 
• A commitment to an exceptional client experience - regularly delivering an exemplary experience, ensuring accuracy of administration of all client transactions, monitoring of issues, and facilitating resolution of client concerns.

The Must Haves:

• University degree in business, commerce or equivalent degree related to the practice of financial planning
• IIROC licensed as a Registered Representative (IIROC-RR) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training or willingness to complete such within a specified timeframe.
• Life License (LLQP) and a willingness to complete other regulatory requirements. Completion of the Group Annuity Sector (PQPAV) (Quebec offices only).
• Ability to travel 

Main Purpose and Function

The Supervisor, Taxation performs complex municipal accounting work of a supervisory nature involving responsibility for planning and organizing full-cycle accounting operations; overseeing the systems, processes,and internal controls; and ensuring the accuracy, integrity and timeliness of all related activities. The work requires a higher level of complexity of systems and full-cycle processes managed, a greater responsibility to ensure compliance with all applicable legislation, regulation and by-laws, and the requirement to participate in policydevelopment. The position directly supervises where each member is engaged in distinctly different but inter-related accounting-related tasks requiring complex mathematical calculations along with related clerical work; collaborates with other City staff within and outside the Division and with both external and internal stakeholders to review and improve systems and processes; assists in handling escalated technical customer issues; and responds to or assists with inquiries from the public and City employees.

Specific Duties & Responsibilities

• Manages Property Tax billing and collection of taxes and other misalliance charges residential andbusiness property owners. Ensuring that property taxation, utility and other related billing activities arecarried out in accordance with municipal and provincial legislation, and in a timely and accurate manner.
• Manages collection process and administration of Provincial Home Owner Grant and Deferment programs. Assists in preparing Property Tax Exemption report to Council.
• Provides Information Technology and software developers department information to facilitate the planning, development, enhancement, testing and implementation of tax-related system processes,the creation and modification of production runs, and the investigation of system technical problemsand enhancement opportunities.
• Liaises with Information Technology and software developers with mapping changes to the property tax software and planning system changes to incorporate updates and by-laws changes within the City’s land-based property tax, utilities, vacancy tax & Bylaws system software.
• Participates and provides input in the discussions with other internal and external units in matters related to property taxation that may impact the configuration of systems, processes, billing cycles and schedules to ensure a high level of customer service to the general public.
• Ensures compliance with directives and legislative requirements as it relates to the billing format design and content; takes the lead role in coordinating the contracted mailing and printing of tax and/orutility billings; monitors related budgeting and is the key relationship manager with service providers.
• Liaises with various taxing authorities, provincial ministries and agencies including BC Assessment, Land Title Office, Provincial Home Owner Grant and Deferment departments; address and resolve property tax related issues as they arise and identify improve efficiency opportunities.
• Provides expert knowledge and interpretation regarding property taxation, Assessment Act, Bylaws and the Vancouver Charter; administer taxation policy, ensure efficient systems and processes for thebilling and collection of property taxes, including collection and remittance of levies for Other Taxing Authorities (OTA), billing and collection of Payment In Lieu of Taxes (PILT) according to legislation.
• Plans and oversees complex processes and policies such as Tax Instalment Prepayment Plan (TIPP) and Mortgage program, by ensuring guidelines are compliant with by-laws, homeowners and external stakeholders and that the proper notifications have occurred (ie. ensuring that the number of property going to tax sale are minimized by ensuring that all taxpayers are contacted in advance and notifying them of the policy).
• Manages billing system year end processes by creating a schedule and communicating to all stakeholders (including external vendors and within revenue services), and ensuring the accuracy and completeness of tax and utility sub-ledgers and all of the transactions are appropriately reflected in the accounting system, SAP. Producing final reports for management.
• Plans, schedules, assigns, reviews and supervises the work within the department and functional oversight of the Land Records Coordinator role; assists in the selection, training and evaluation of staff in high volume, complex areas requiring strong technical skills, requiring clear, up-to-date & accurate interpretation of various pieces of legislation.
• Conducts performance reviews and performance development plans.
• Establishes, creates, documents and maintains accounts receivable procedures, manuals and business process workflows for initiatives such as providing support to citizens for calculations and proof of mailing.
• Recommends solutions and implement changes to improve efficiency and internal controls by creating tools for the team (ie audit checks list, customizing reports in SAP). Assists in preparation of the annual operating budget for Revenue Services and monitors expenditures.
• Liaises with internal and external auditors.
• Other appropriate duties/responsibilities as assigned.

Qualifications
Education and Experience:

• Post-secondary degree in Business, Commerce or Accounting, or completion of a recognized Accounting designation, plus considerable related experience; or an equivalent combination of training and experience.
• Experience overseeing accounting and/or tax related systems, processes and internal controls.

Knowledge, Skills and Abilities:

• Expert knowledge of information technology operations related to accounting systems and controls.
• Excellent knowledge of municipal accounting practices, functions and procedures as they relate to the work performed.
• Considerable knowledge of the legislation, by-laws, regulations and policies governing the work, along with the ability to translate or interpret content for a non-technical audience.
• Considerable knowledge of auditing and reporting techniques.
• Excellent communication (oral and written) and interpersonal skills.
• Ability to analyze and interpret accounting data and to prepare various reports and records related to the work.
• Ability to see the larger picture and to act in a strategic manner to achieve results.
• Ability to plan, schedule, coordinate and supervise the work of subordinates and, at times, peers in the coordination and execution of work.
• Ability to deal with stakeholders in diplomatic yet firm manner in the face of considerable pressure at times.
• Ability to maintain a high degree of team spirit and motivation in a group performing at a high level in the face of ongoing challenges.
• Ability to understand and apply complex rules and legalese included but not limited to Part XX of the Vancouver Charter & by-laws and applicable Provincial legislation such as the School Act, Assessment Act, Home Owner Grant Act, Land Tax Deferment Act and CPA PAD rules and is capable of maintaining the accuracy and integrity of the Tax Roll.
• Proven ability to work in a fast paced, high stress environment to achieve results with minimal margin of error on a consistent and continuous basis.
• Ability to make decisions in accordance with the department policies and practices.
• Ability to prepare and monitor the related operating budget.
• Ability to establish and maintain effective working relationships with a variety of internal and externalcontacts including but not limited to working effectively with senior government personnel in theadministration of shared programs and revenue collection.
• Ability to work effectively and independently in a team environment.
• Ability to adhere to immovable deadlines in a fast-paced and demanding role requiring the directing,instructing, and/or advising of subordinates, peers, and staff from other work units or departments inorder to manage and coordinate the City’s property taxation function.

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

We are looking for a Financial Services Representative 

The Financial Services Representative uses expertise to identify and meet the needs of clients, offering right-sized advice and product solutions to improve the financial, physical, and mental well-being of Canadians. They support special client-facing initiatives and are responsible to develop new clients and preserve and grow assets and insurance managed by the centre by providing superior client service and handling inquiries and adhering to compliance standards.

What you will do 

• Proactively contact clients and answer inbound inquiries.
• Provide advice and account / policy maintenance services using appropriate planning processes.
• Maintain a compliant practice.
• Improve client engagement in pursuit of the centres overall business development objectives.
• Promote client portals & e-delivery options for statements, confirmations & marketing communications.
• Provide input to inform continuous refinement of the business model.
• Keep marketing and business development plans current and up to date.
• Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs.
• Educate customers about products, solutions and services Canada Life / Quadrus provides.

What you will bring 

• Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.
• Valid life insurance license (LLQP) required; valid mutual fund registration (IFIC) an asset.
• Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.
• Post-secondary degree or equivalent work experience.
• Customer service focus.
• Strong financial planning skills.
• Excellent verbal and written communication skills.
• Well-developed presentation skills.
• Excellent organizational and time management skills.
• Quick thinking and innovative.
• Working towards or completion of relevant certificate, diploma or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).
• Sound working knowledge of MS Office products, Investment Centre, Salesforce.

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Consultant to join our team.

As a Financial Consultant, you will be accountable for developing comprehensive and personalized financial plans and specific investment strategies for physician clients and their families tied to the physician lifecycle and various life events.

Is this role right for you? In this role you will:

• Build rapport and trusted relationships with your clients through active listening and by developing an appreciation of what’s important to the client. You’ll recommend an approach based on the client’s level of understanding and interest tailored to their specific needs.
• Identify and develop new business opportunities to prospect and grow the client base, while ensuring retention of clients through strong relationship building and the development of comprehensive financial plans. 
• As part of a broader network of MD financial experts, you will facilitate a team approach by actively partnering with MD Private Investment Counsel (discretionary management), MD Private Trust (estate and executor services), Scotia Wealth Insurance Services and Scotiabank (Private Banking, Mortgages, etc..). You will also work to ensure client needs are pro-actively addressed in alignment with their current financial situation and life stage as well as their future aspirations.  

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

• A desire to learn and further your knowledge of advanced financial planning concepts
• A commitment to compliance and an understanding of industry regulations, and associated requirements
• Comfort in facilitating seminars and information meetings
• A sense of urgency - what’s urgent for your client is urgent for you
• The ability to work independently and as part of a broader team
• An elevated level of comfort with technology 

The Must Haves:

• University degree or college diploma in business, commerce or financial planning
• Licensed as a Registered Representative (Securities) including completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH) and 90-day training
• Licensed through The Mutual Funds Dealers Association of Canada (MFDA) will be considered, with a requirement to become a fully licensed Registered Representative (Securities) as per CIRO guidelines, by the requisite regulatory deadlines
• Life License (LLQP)
• Wealth Management Essentials (post-licensing requirement) 

What’s in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We offer generous paid time off programs
• We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

Please be advised specific location is to be determined and successful incumbent must be mobile within Southwestern Manitoba

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® 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
• Bilingual - English and German Speaking 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

RBCFP

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®, 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

What you’ll be doing… 

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, you will be provided in-depth training designed to allow you to provide exceptional service throughout the customer’s journey by: 

• Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for 
• Educating our customers, providing relevant insights and expert advice 
• Building customer’s plans using a holistic approach to help them achieve their goals 
• Nurturing strong, long-standing relationships 
• Developing, retaining, and growing the branch business by delivering against individuals and team sales goals that support a positive customer experience 

What you need to succeed… 

• How to build strong customer relationships and deliver excellent customer service 
• Demonstrated ability to meet and exceed business goals that align to a customer’s stated goals 
• To uncover and solve for customers’ needs 
• Mutual Funds licence and working towards the CIFP Diploma 

What we’re offering… 

• The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers 
• A rewarding career path with diverse opportunities for professionally development 
• A competitive compensation and benefits package 
• Internal training to support your growth and enhance your skills 
• An organization committed to making a difference in our communities– for you and our customers