- 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
- 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
- Fluent in English and a second language is an asset
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RBC - Royal Bank Yorkton, Canada· Job Summary · As an RBC Investment and Retirement Planner in the Yorkton, SK Market, 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 c ...
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0000050007 Royal Bank of Canada Yorkton, Canada Full timeJob Description · What is the opportunity? As an RBC Investment and Retirement Planner In the Yorkton, SK Market , you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by ...
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Royal Bank of Canada> Yorkton, CanadaJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner In the Yorkton, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully ...
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Royal Bank of Canada> Yorkton, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner In the Yorkton, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully ...
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Royal Bank of Canada> Yorkton, CanadaJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner In the Yorkton, SK Market, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully ...
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Vetted HVAC Services Ltd Yorkton, Canadajourneyman/woman refrigeration and air conditioning mechanic Verified · Terms of employment Permanent employment Full time · Start date Starts as soon as possible · Benefits:Health benefits, Financial benefits, Other benefits · The employer stated that this position is a green ...
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Financial Planner, Investment and Retirement Planning - Yorkton, Canada - Royal Bank of Canada>
Description
Job Summary
As an RBC Investment and Retirement Planner in the Yorkton, SK Market, you create custom investment solutions for prospective and existing RBC clients. 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?
What do you need to succeed?
Must-have:
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. 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, Curiosity
Additional Job Details
Address: 78 BROADWAY ST E:YORKTON
City: YORKTON
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date:
Application Deadline:
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