Financial Planner

4 weeks ago


HAMILTON, Canada Royal Bank of Canada Full time

Job Summary

Job Description

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clientsâ 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?

Specific Location is to be determined. The successful candidate must be mobile to work within the Hamilton and Stoney Creek Markets

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand 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 yearsâ experience in financial planning within a financial institution
  • Strong investment and credit experience/knowledge
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network

Whatâs 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

RBCFP

Job Skills

Additional Job Details

Address:

917 QUEENSTON RD:HAMILTON

City:

HAMILTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2022-04-18

Application Deadline:

2024-05-24

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.


  • Financial Planner

    4 weeks ago


    Hamilton, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs an RBC Financial Planner, you have the opportunity to manage and grow 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...

  • Financial Planner

    4 weeks ago


    Hamilton, Canada BMO Full time

    Application Deadline: 05/14/2024Address:81 King Street WestProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...


  • Hamilton, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/ Sr. Financial Services Specialist page is loaded Sr. Financial Advisor/ Sr. Financial Services Specialist Apply locations Hamilton, ON Stoney Creek, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407169 We’re building a ...


  • Hamilton, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/ Sr. Financial Services Specialist page is loaded Sr. Financial Advisor/ Sr. Financial Services Specialist Apply locations Hamilton, ON Stoney Creek, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407169 We’re building a ...


  • Hamilton, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor/ Sr. Financial Services Specialist page is loaded Sr. Financial Advisor/ Sr. Financial Services Specialist Apply locations Hamilton, ON Stoney Creek, ON time type Full time posted on Posted 2 Days Ago job requisition id 2407169 We’re building a ...

  • Life, Health

    1 month ago


    Hamilton, Canada RBC Insurance Agency Ltd Full time

    **What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...

  • Investment Specialist

    1 month ago


    Hamilton, Canada CIBC Full time

    We’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 they need to make a meaningful impact and are truly valued for who they are...

  • Fibre Project Manager

    1 month ago


    Hamilton, Canada Xplore Inc. Full time

    **Position Overview**: * We are looking for a Fibre Project Manager, who will be a part of the Fibre Construction team in Ontario West region. The Fibre Project Manager is responsible for all business and contractual aspects of the project related to the design and construction of the physical plant associated with a Fibre optic network. The Fibre...

  • Investment Advisor

    4 weeks ago


    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    1 month ago


    HAMILTON, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...


  • Hamilton, Canada McMaster University Full time

    Posting Details Schedule Monday - Friday, 8:30 a.m. - 4:30 p.m. Education Level Bachelor’s level degree in a relevant field or working towards a professional designation such as a CPA, MBA etc. Career Level 3- 5 years of supervisory or managerial experience. Job Description About the School of Interdisciplinary Science The , based in the...


  • Hamilton, Canada Hamilton Health Sciences Foundation Full time

    Hamilton Health Sciences Foundation provides vital funding to enable the best possible patient care. We inspire and motivate gifts that fund medical equipment and patient amenities, innovative research initiatives, essential redevelopment of clinical care spaces, and the education and training of health care providers. As a registered charitable...


  • Hamilton, Canada McMaster University Full time

    **Department Description** Housing and Conference Services (HCS) directly supports the University’s goal of advancing human and societal wellbeing and overriding vision of ‘educating for capability’. We currently provide a distinctive living and learning experience for 3600 students focused on key educational priorities including community...


  • Hamilton, Canada Dillon Consulting Full time

    Responsibilities What your day will look like: Project Management & Waste Management Engineering Design (preliminary and detailed) of civil infrastructure and solid waste projects related to solid waste facility design (landfill, transfer station, compost facilities), facility evaluation, facility operations, landfill gas management, leachate management,...


  • Hamilton, Canada Dillon Consulting Full time

    Responsibilities What your day will look like: Project Management & Waste Management Engineering Design (preliminary and detailed) of civil infrastructure and solid waste projects related to solid waste facility design (landfill, transfer station, compost facilities), facility evaluation, facility operations, landfill gas management, leachate management,...


  • Hamilton, Canada Dillon Consulting Full time

    Responsibilities What your day will look like: Project Management & Waste Management Engineering Design (preliminary and detailed) of civil infrastructure and solid waste projects related to solid waste facility design (landfill, transfer station, compost facilities), facility evaluation, facility operations, landfill gas management, leachate management,...