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

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.

Weekly Hours: 37.33 

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates should have experience of 1 to less than 7 months

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Benefits:

• The candidates will get health care plan, and free parking available

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, Job reference number, Cover letter, and Highest level of education and name of institution where it was completed) through the below-mentioned details

By email
[email protected]

In person
819 29th St W
Saskatoon, SK
S7L 0N2
Between 11:30 a.m. and 03:00 p.m

Be prepared for the screening questions. Include answering the following questions while applying:

• Are you available for shift or on-call work?
• Are you available for the advertised start date?
• Are you currently a student?
• Are you currently legally able to work in Canada?
• Are you willing to relocate for this position?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• Do you have the above-indicated required certifications?
• What is the highest level of study you have completed?
• What is your current field of study?

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

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates should be currently enrolled in post-secondary education in Social Sciences (preferably BSW) or will be graduating in the next 6 months
Experience: Candidates should have experience in case management (including intakes, assessments, service coordination, counselling, and monitoring) in a social service setting

Advertisement Number: 42008

Physical Requirements:

• The candidates should provide a current satisfactory Criminal Record Check with a Vulnerable Sector Search, Child Abuse Registry Check and Adult Abuse Registry Check
• The candidates should work during after hours stand-by rotation and occasional extended/overnight travel
• The candidates should have strong time management and organizational skills with the ability to prioritize complex tasks/assignments in a high-volume work environment with competing demands
• The candidates should possess the ability to conduct safety assessments and conduct child abuse investigations

Other Requirements:

• The candidates should be legally entitled to work in Canada
• The candidates should have and maintain a valid full stage class 5 driver’s license and access to a vehicle with the ability to travel on government business within the Province of Manitoba
• The candidates should demonstrate effective written and verbal communication skills to write clear and concise correspondence to a variety of audiences, including detailed reports and deliver difficult messages or information to clients
• The candidates should be proficient with MS Office applications (Word and Outlook) and have knowledge of case management
• The candidates should have the ability to work from a strength-based social work practice and identify signs of child abuse and neglect
• The candidates should possess effective interpersonal skills to develop positive working relationships with clients, colleagues, and stakeholders

Responsibilities:

• The candidates should be able to be responsible for the full range of statutory child welfare services to families and children within the designated geographical area
• The candidates should be able to effective in case management skills, as well as establishing and maintaining effective working relationships with individuals, families, service providers, and agencies
• The candidates should be able to specialized under the CFS Worker title, such as completing child abuse/protection investigations, providing support on open family files, fulfilling guardianship and permanency responsibilities for children in care, and recruiting and supporting foster parents/kinship caregivers
• The candidates should be able to handle intake, conduct abuse investigations, and develop case plans to ensure child safety and coordinate support services, work with collateral community agencies, and assist with after-hour services to children and families
• The candidates should be able to achieve the full working level based on a developmental learning plan and play a key role in the management of protection, voluntary family service, and child in care cases

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 and indicate advertisement number in email body) through the below-mentioned details.

By email
[email protected]

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 2 years’
Credentials: Class 5/5F/G Licence (cars, small trucks and other 2-axle vehicles)

Physical Requirements:

• The candidates should be able to thrive in a fast-paced environment
• The candidates should be able to meet tight deadlines

Candidate Status:

• Canadian citizen and permanent or temporary foreign workers of Canada are eligible for this position.
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to operate and drive automobiles, vans, and light trucks to pick up and deliver various items and products
• The candidates should be able to demonstrate professionalism in customer service
• The candidates should be able to prepare, package, and restock goods
• The candidates should be able to load and unload goods
• The candidates should be able to use maps and other trip planning aids
• The candidates should be able to pay and receive payments for goods
• The candidates should be able to perform pre-trip, en route, and post-trip inspection and oversee all aspects of the vehicle

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 below mentioned details.

By email
[email protected]

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates should have experience of 1 to less than 7 months

Physical Requirements:

• The candidates should be non-smoking and comfortable working in an air-conditioned environment
• The candidates should demonstrate attention to detail, especially when performing repetitive tasks in a fast-paced environment, and be physically fit to stand for extended periods, bend, crouch, and kneel as part of their duties, and handle heavy loads
• The candidates should be capable of working under pressure and meeting tight deadlines, with the ability to work overtime as required, and have the ability to distinguish between colors, which may be necessary for certain tasks
• The candidates should be able to handle weights up to 45 kg (100 lbs) as part of their responsibilities

Candidate Status:

• Candidate must be a Canadian Citizen or temporary or permanent resident of Canada
• Candidate must have legal authorization (Work Permit) to work in Canada
• If Candidates are unable to fulfill above mentioned requirements, don’t apply for the position

Responsibilities:

• The candidates should be able to operate cleaning machines, clean ducts, vents, and filters of furnaces, and wash and clean the interior and exterior of motor vehicles
• The candidates should be able to clean interior and exterior windows and other glass surfaces, vacuum floors, and shampoo upholstery

Benefits:

• The candidates will get health care plan, commission, free parking available, and 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, Job reference number, and Cover letter) through the below-mentioned details

By email
[email protected]

By mail
1327 Idylwyld Dr N
Saskatoon, SK
S7L 1A3

In person
1327 Idylwyld Dr N
Saskatoon, SK
S7L 1A3
Between 11:30 a.m. and 04:30 p.m

Be prepared for the screening questions. Include answering the following questions while applying:

• Are you available for shift or on-call work?
• Are you currently a student?
• Are you currently legally able to work in Canada?
• Are you willing to relocate for this position?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?