- Provide custom financial planning using diverse investment solutions
- Acquire and grow client base and assets
- Connect clients with the right RBC team members
- Develop external business sources through networking
- Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' financial planning experience
- Proven networking and client acquisition skills
- Ability to build strong partner relationships
- Digital Savviness
-
Financial Planner, Investment
6 days ago
Royal Bank of Canada> Moose Jaw, CanadaJob 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 within the Moose Jaw, SK Market. Alongside your own prospecting and networking activity, you are ...
-
Financial Planner, Investment
2 weeks ago
Royal Bank of Canada MOOSE JAW, Canada Full timeJob 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 within the Moose Jaw, SK Market. Alongside your own prospecting and networking activity, you are ...
-
Wealth Specialist
2 weeks ago
Thrive Wealth Management Moose Jaw, CanadaThrive Wealth Management is a wealth management firm serving members of credit unions and their communities. Financial advice and planning are core to what we provide for clients, including investment advice, retirement savings, income planning, estate, and protection advice. Our ...
-
Wealth Specialist
3 weeks ago
Conexus Credit Union Moose Jaw, CanadaPLEASE APPLY THROUGH THE THRIVE WEBSITE FOR YOUR APPLICATION TO BE CONSIDERED: · At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's a ...
-
Manager, Client Advice I
2 weeks ago
CIBC Moose Jaw, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Financial Planner
1 week ago
BMO Moose Jaw, Canada Full timeApplication Deadline: · 05/14/2024 Address: · 39 Manitoba Street East Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutio ...
-
Financial Planner
1 week ago
BMO Moose Jaw, CanadaApplication Deadline: · 05/30/2024 · Address: · 39 Manitoba Street East · Job Family Group: · Retail Banking Sales & Service · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides ...
-
Financial Planner
2 weeks ago
BMO Moose Jaw, Canada Full timeApplication Deadline: · 05/14/2024 · Address: · 39 Manitoba Street East · Job Family Group: · Retail Banking Sales & Service · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides ...
-
Wealth Specialist
2 weeks ago
Conexus Credit Union Moose Jaw, Canada Full timePosting Details · Job Details · Description · At Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with ...
-
Wealth Specialist
12 hours ago
Conexus Credit Union Moose Jaw, Canada Full timeAt Thrive, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It's more than conducting a banking transaction, it's about providing our members with insightful content, tools, expert advice, and a f ...
Financial Planner, Investment - Moose Jaw, Canada - 0000050007 Royal Bank of Canada
Description
Job Description
What is the opportunity? As an RBC Investment and Retirement Planner in Moose Jaw, SK, you tailor investment solutions for clients. Supported by internal partners, your creativity drives new sales for long-term financial goals.What will you do?Address:
1251 MAIN ST N: MOOSE JAWCity:
MOOSE JAWCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, diversity and inclusion drive innovation and growth. We create an equitable workplace and support our diverse talent, clients, and communities. We ensure an accessible recruitment experience for candidates with different abilities.
Join our Talent Community
Stay informed about career opportunities at RBC. Join and receive customized info on jobs and events. Explore new possibilities at RBC where passion enhances client well-being. Learn more at