Current jobs related to Financial Planner, Investment - OWEN SOUND - Royal Bank of Canada

  • Financial Planner, Investment Specialist

    6 days ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within a specific market. You will be 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...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will be responsible for providing tailor-made financial planning advice and solutions using our unparalleled array of...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will be responsible for providing tailor-made financial planning advice and solutions using our unparalleled array of...

  • Financial Planner

    4 weeks ago

    OWEN SOUND, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    4 weeks ago

    OWEN SOUND, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    2 months ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will be fully supported by internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    2 months ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will be fully supported by internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide...

  • Financial Planner

    4 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job OpportunityAs a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada RBC Full time

    Job SummaryAs a Financial Planner at RBC, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada RBC Full time

    Job SummaryAs a Financial Planner at RBC, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions...

  • Financial Planner

    4 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    4 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner with Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will be 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...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner with Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will be 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...

  • Financial Planner

    2 weeks ago

    Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

  • Financial Planner

    3 weeks ago

    Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class...

Financial Planner, Investment

3 months ago

OWEN SOUND, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the OWEN SOUND, ON MARKET (specific location is TBD). 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® or QAFP®)

  • Mutual Funds License (IFIC or CSC)

  • Minimum 2 yearsâ experience in financial planning

  • Proven networking and client acquisition skills

  • Ability to cultivate strong partner relationships

  • Digital Savviness, ability to effectively utilize mobile applications

  • Must be mobile within the Owen Sound Market

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.

  • 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

#LI-RZ1

RBCFP

Job Skills

Additional Job Details

Address:

900 2 AVE E:OWEN SOUND

City:

OWEN SOUND

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-03-22

Application Deadline:

2024-09-12

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.