CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
Job SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your[...]
Job SummaryJob DescriptionThe candidate will be required to speak Mandarin and/or Cantonese***What is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investmen[...]
What will you do?Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needsProactively contact clients, gather insights through client discovery, understand their needs [...]
About the role As a Senior Investment & Personal Banking Specialist, you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide e[...]
systems and knowledge. Provides a best in class customer experience when dealing with business partners, customers, or team members by resolving customer matters; authorizing correspondence in a manner that reflects Bank policies and g[...]
As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer's journey by: Acting as a lobby leader; ensuring customers are appropriately triaged and/or assisted Con[...]
About the role As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to provide exceptio[...]
Engage in coaching as an ongoing observational activity with the advisors by providing relevant feedback and coaching during live call observations, group coaching, skill building and lesson plans. Conduct one-on-one coaching with CRT [...]