- 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
- 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
- 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
-
0000050007 Royal Bank of Canada Kamloops, Canada· 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 s ...
-
Investment Specialist
3 days ago
CIBC Kamloops, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
-
Client Services Coordinator
1 week ago
LifeLabs Kamloops, CanadaImprove lives. Love your job. Grow your career. · Purpose · Reporting to the Client Services Manager, the Client Services Coordinator will provide administrative support to a leadership team with Client Services. The objective of the role is to perform specific tasks of a Supervi ...
-
Client Services Coordinator
1 week ago
LifeLabs Kamloops, CanadaImprove lives. Love your job. Grow your career. · Reporting to the Client Services Manager, the Client Services Coordinator will provide administrative support to a leadership team with Client Services. The objective of the role is to perform specific tasks of a Supervisor that a ...
-
long haul truck driver
3 weeks ago
Bandstra Transportation Systems Ltd Kamloops, Canada Plein tempsEducation: · Expérience: · Education · Secondary (high) school graduation certificate · Tasks · Load and unload goods · Operate and drive straight or articulated trucks to transport goods and materials · Oversee condition of vehicle and inspect tires, lights, brakes, cold stora ...
-
accountant
1 week ago
Excel Personnel Inc. Kamloops, Canada Full timeEducation: Other trades certificate or diploma · Experience: 3 years to less than 5 years · Accounting · Tasks · Prepare financial statements and reports · Verify and balance transactions · Prepare monthly statements · Prepare tax returns · Prepare invoices and bank deposits · Pr ...
-
customer service representative
2 days ago
Speedy Cash Canada Kamloops, Canada Full timeEducation: Secondary (high) school graduation certificate · Experience: 1 to less than 7 months · or equivalent experience · Tasks · Balance daily transactions · Promote financial products and services · Answer clients' inquiries and provide information · Handle cash transactions ...
-
accountant
1 week ago
Excel Personnel Inc. Kamloops, Canada Plein tempsEducation: · Expérience: · Education · Other trades certificate or diploma · Accounting · Tasks · Prepare financial statements and reports · Verify and balance transactions · Prepare monthly statements · Prepare tax returns · Prepare invoices and bank deposits · Prepare bank re ...
-
Financial Advisor
2 weeks ago
MD Financial Management Kamloops, CanadaIs this role right for you? · In this role you will: Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. · Prepare and execute quarterly business plans to aid in the meeting of individual, regional an ...
-
operating room
23 hours ago
Kamloops surgical centre ltd Kamloops, Canada Full timeWork Term: Permanent · Work Language: English · Hours: 37.5 hours per week · Education: College/CEGEP · Experience: 3 years to less than 5 years · Work setting · Hospital/medical facility or clinic · Tasks · Address and document symptoms and changes in patients' conditions · Asse ...
-
Financial Consultant
3 weeks ago
Scotiabank Kamloops, CanadaJoin a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in ...
-
Maintenance Supervisor
3 weeks ago
Tolko Industries Kamloops, Canada Full timeMaintenance Supervisor · Kamloops, British Columbia · Tolko's Maintenance Supervisors are a driving force behind our day-to-day success. They engage teams, keep employees safe and operations running smoothly If you're a leader at heart, have manufacturing maintenance experie ...
-
supervisor, woodworking machine operators
1 week ago
Adwood Manufacturing Ltd Kamloops, Canada Full timeEducation: Secondary (high) school graduation certificate · Experience: 1 year to less than 2 years · Work site environment · Noisy · Dusty · Hot · Work setting · Urban area · Wood products manufacturer · Tasks · Resolve work problems, provide technical advice and recommend measu ...
-
supervisor, woodworking machine operators
1 week ago
Adwood Manufacturing Ltd Kamloops, Canada Plein tempsEducation: · Expérience: · Education · Secondary (high) school graduation certificate · Work site environment · Noisy · Dusty · Hot · Work setting · Urban area · Wood products manufacturer · Tasks · Resolve work problems, provide technical advice and recommend measures to impro ...
-
Financial Consultant
3 weeks ago
Scotiabank Kamloops, CanadaRequisition ID: 196476 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a Financial Consultant you will contribute to the overall success of MD Wealth in Canada ensuring specific individual goals, plans, initiatives are ...
-
Inland Technical Services LTD. Kamloops, Canada Full timeWork Term: Permanent · Work Language: English · Hours: 40 hours per week · Education: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years · Experience: Will train · Mechanical engineering/mechanical technology/technician · or equivale ...
-
Roll Off Driver
2 weeks ago
GFL Environmental Kamloops, Canada Full timeGFL Environmental is looking for a Class 3 or 5 Roll Off Driver to join our Landfill team in Kamloops, British Columbia · As an On-Site Landfill Roll Off Driver, you will be stationed at our landfill facility, playing a pivotal role in the efficient management of waste disposal o ...
-
occupational therapist
2 days ago
Creative Therapy Consultants Kamloops, Canada Plein tempsDurée de l'emploi: Permanent · Langue de travail: Anglais · Heures de travail: 30 to 40 hours per week · Education: · Expérience: · Education · Master's degree · or equivalent experience · Work setting · Work in employer's/client's home · Various locations · Relocation costs co ...
-
Product Support Sales Specialist
3 weeks ago
Big Country Equipment Repair Kamloops, CanadaJob Title: Product Support Sales Specialist · Job Location: Kamloops, B.C · Base Rate: $115-125K plus bonus. · Schedule: Full-time, flexibility required for travel and overtime as needed · Accommodations: Provided when traveling · About Us: · Big Country Equipment is a leading he ...
-
Engineering Student
3 weeks ago
PCL Construction Kamloops, CanadaThe future you want is within reach. · At PCL, we build the places where life happens and find camaraderie in the process. We're a community of builders committed to building better communities. That's why we're always looking ahead, and not just to the next project or what's nex ...
Financial Planner, Investment and Retirement Planning - Kamloops, Canada - Royal Bank of Canada>
![Royal Bank of Canada background](https://contents.bebee.com/companies/ca/royal-bank-of-canada/background-ruEpV.png)
Description
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.
What will you do?
What do you need to succeed?
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.
Job Skills
Adaptability, Business Development, Client Centricity, Curiosity
Additional Job Details
Address: 1210 SUMMIT DR:KAMLOOPS
City: KAMLOOPS
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:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
#J-18808-Ljbffr