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Financial Planner, Investment and Retirement Planning Full-time Job

Royal Bank Of Canada

Financial Services   Brandon
Job 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
Brandon - 234.3km
  Financial Services Full-time
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 prospect...
Learn More
Feb 9th, 2024 at 11:38

Financial Planner, Investment & Retirement Planning Full-time Job

Royal Bank Of Canada

Financial Services   Brandon
Job 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
Brandon - 234.3km
  Financial Services Full-time
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 Ret...
Learn More
Feb 6th, 2024 at 11:37

Retail salesperson Full-time Job

Scorteus Leather Store

Sales & Retail   Brandon
Job 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

[email protected]

How-to-apply instructions

Here is what you must include in your application:

  • Cover letter

Retail salesperson

Scorteus Leather Store
Brandon - 234.3km
  Sales & Retail Full-time
  15.30  -  16
Languages: English Education: Secondary (high) school graduation certificate or equivalent experience Experience: 1 year to less than 2 years Benefits Other benefits Free parking a...
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Jan 25th, 2024 at 14:14

Client Advisor Full-time Job

Royal Bank Of Canada

Customer Service   Melfort
Job Details

As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future Account Manager/Banking Advisor.

 

 

Job Description

What will you do?

  • Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to work as one RBC team
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions

 

What do you need to succeed?

Must-have

  • Goal-oriented individual with a demonstrated passion for putting clients first.
  • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
  • Personal flexibility to work flex hours
  • Eagerness to learn and determination to succeed
  • Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course

 

Nice-to-have

  • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
  • Mutual Funds accreditation

 

Is this job right for you? Check out our video and decide for yourself!

 

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team

 

 

 

Job Skills

Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy

 

 

 

Additional Job Details

Address:

201 MAIN ST:MELFORT

City:

MELFORT

Country:

Canada

Work hours/week:

35.5

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-12-20

Application Deadline:

2025-01-10

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Client Advisor

Royal Bank Of Canada
Melfort - 235.07km
  Customer Service Full-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting...
Learn More
Dec 30th, 2024 at 10:37

Heavy Equipment Technician Full-time Job

Finning

Maintenance & Repair   Estevan
Job Details

The Heavy Equipment Field Technician will be responsible for troubleshooting and overseeing repairs on a variety of Caterpillar equipment.

Industry leading potential total compensation plan: $75000 - $100000 / year

Compensation Perks
Paid breaks
Paid vacation and sick days
Employee Share Purchase Plan Options
RRSP Options
Overtime hours available

Wellness Perks
Industry leading Benefits and Pension
Boot Allowance
PPE provided

 

 

Job Description:

  • Troubleshoot and repair Caterpillar equipment
  • Perform a wide variety of equipment repair diagnostics
  • Utilize Caterpillar SIS and ET daily
  • Complete technical documentation (service reports, warranty, crossover notes)
  • Interact with customers, sales support, and the rest of the Finning team
  • Work with the Service Supervisor and Leadhand on various tasks as required

 

Qualifications

  • Interprovincial Heavy Equipment Technician (HET) Certification
  • Valid driver’s license with a successful recent drivers abstract
  • Safety conscious team player with excellent organizational, interpersonal, and communication skills with a high attention to detail
  • Previous repair and troubleshooting experience with Caterpillar general line products would be considered an asset
  • A condition of employment is the ability to be fit tested and the ability to wear a respirator

Heavy Equipment Technician

Finning
Estevan - 235.21km
  Maintenance & Repair Full-time
The Heavy Equipment Field Technician will be responsible for troubleshooting and overseeing repairs on a variety of Caterpillar equipment. Industry leading potential total compensa...
Learn More
Aug 15th, 2024 at 12:29

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