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Jobs bei Rbc in Kanada

Financial Planner

RBC

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Ich möchte über neue Stellenangebote bei Rbc benachrichtigt werden.

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RBC

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CAD 35.000 - 50.000
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Financial Planner
RBC
Lethbridge
Vor Ort
CAD 60.000 - 80.000
Vollzeit
Vor 14 Tagen

Zusammenfassung

A leading Canadian bank is hiring an experienced Financial Planner in Lethbridge, Alberta. In this role, you will provide tailored financial planning advice to mass affluent clients and manage a diverse portfolio. The ideal candidate will possess strong financial acumen and proven skills in networking and client acquisition. This full-time position offers unlimited earning potential along with comprehensive benefits and flexible work-life balance options.

Leistungen

Unlimited earning potential
Full benefits
World-class training program
Flexible work/life balance options

Qualifikationen

  • Minimum 3 years’ experience in financial planning.
  • Ability to create market presence and cultivate strong partner relationships.
  • Proven networking and client acquisition skills.

Aufgaben

  • Provide tailor-made financial planning advice to help clients reach their goals.
  • Grow and maintain a portfolio of clients using relationship management practices.
  • Cultivate relationships with service partners to optimize business opportunities.

Kenntnisse

Business Development
Client Centricity
Communication
Long Term Planning

Ausbildung

Financial Planning Designation (QAFP, PFP or CFP)
Mutual Funds License (IFIC or CSC)
Jobbeschreibung
Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world‑class advice and solutions that help clients achieve their long‑term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?
  • Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively grow, expand and maintain your portfolio of clients using value‑based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?
Must‑have
  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning
  • A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
  • Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
Nice to have
  • Ability to be mobile throughout the market
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.

  • Full‑time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high‑performing team
  • A world‑class training program in financial services
  • Flexible work/life balance options
Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Job Details

Address: 614 4 AVE S:LETHBRIDGE

City: Lethbridge

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-28

Application Deadline: 2025-11-17

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

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.

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