39 Jobs Found
Financial Planner, Investment and Retirement Planning Full-time Job
Financial Services BrandonJob Details
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
Address:
661 18 ST:BRANDON
City:
BRANDON
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Commission
Application Deadline:
2024-02-16
Financial Planner, Investment and Retirement Planning
Royal Bank Of Canada
BrandonFinancial Services Full-time
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Financial Planner, Investment & Retirement Planning Full-time Job
Financial Services BrandonJob Details
What is the opportunity?
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
Financial Planner, Investment & Retirement Planning
Royal Bank Of Canada
BrandonFinancial Services Full-time
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Retail salesperson Full-time Job
Sales & Retail BrandonJob Details
Languages: English
Education: Secondary (high) school graduation certificate
- or equivalent experience
Experience: 1 year to less than 2 years
Benefits
Other benefits
- Free parking available
- Learning/training paid by employer
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your Resume) through the below-mentioned details
By email
scorteusleatherbrandon@gmail.com
How-to-apply instructions
Here is what you must include in your application:
- Cover letter
Retail salesperson
Scorteus Leather Store
BrandonSales & Retail Full-time
15.30 - 16
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