Financial Planner, Investment

4 weeks ago

Woodstock, Ontario, 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 WOODSTOCKANDSURROUNDING MARKETS(Please be advised, specific location is to be determined). 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 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:

452 DUNDAS ST:WOODSTOCK

City:

WOODSTOCK

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

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.
​​​​​​​
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

  • Mortgage Specialist

    3 weeks ago

    Woodstock, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:534 Dundas StreetJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO...

  • Banking Advisor Intern

    4 days ago

    Woodstock, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionBanking Advisor InternWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Financial Advisor

    4 weeks ago

    Woodstock, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Personal Banker

    4 weeks ago

    Woodstock, Canada BMO Financial Group Full time

    534 Dundas Street Woodstock Ontario,N4S 1C5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Services Representative Ii

    5 days ago

    Woodstock, 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...

  • Personal Banking Associate

    5 days ago

    Woodstock, Canada BMO Financial Group Full time

    534 Dundas Street Woodstock Ontario,N4S 1C5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Materials Manager

    3 weeks ago

    Woodstock, Canada itec group, Inc. Full time

    itec group is currently recruiting for an experienced Materials Manager for a Manufacturer in Woodstock. The successful candidate will have proven leadership ability and a strong background in Materials Management  within a manufacturing environment. This is a great opportunity to join a company that is truly invested in their employees, the community and...

  • Associate Advisor

    4 weeks ago

    Woodstock, Canada FirstOntario Credit Union Full time

    Why FirstOntario? FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans...

  • Fulfillment Officer

    1 week ago

    Woodstock, Canada FirstOntario Credit Union Full time

    **Why FirstOntario?** - FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to...

  • Fibre Project Manager

    5 days ago

    Woodstock, Canada Xplore Inc. Full time

    As part of the Fibre Construction team, the Fibre Project Manager, will be 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 Construction team employs a model whereby internal, or third party, fibre optic network designs are...

  • Fibre Project Manager

    6 days ago

    Woodstock, Canada Xplore Inc. Full time

    As part of the Fibre Construction team, the Fibre Project Manager, will be 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 Construction team employs a model whereby internal, or third party, fibre optic network designs are...

  • Fibre Project Manager

    6 days ago

    Woodstock, Canada Xplore Full time

    As part of the Fibre Construction team, the Fibre Project Manager, will be 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 Construction team employs a model whereby internal, or third party, fibre optic network designs are...

  • Fibre Project Manager

    6 days ago

    Woodstock, Canada Xplore Inc. Full time

    As part of the Fibre Construction team, the Fibre Project Manager, will be 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 Construction team employs a model whereby internal, or third party, fibre optic network designs are...

  • Banking Advisor Intern

    1 week ago

    Woodstock, Canada Royal Bank of Canada Full time

    **Job Summary** Banking Advisor Intern **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that...

  • Banking Advisor

    4 weeks ago

    Woodstock, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Personal Banking Associate Trainee

    4 weeks ago

    Woodstock, Canada TD Bank Full time

    403849BR Retail Banking - Financial Services Woodstock, ON March 22, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Personal Banking Associate Trainee

    4 weeks ago

    Woodstock, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banking Associate

    3 days ago

    Woodstock, Canada TD Bank Full time

    398553BR Retail Banking - Customer Service Woodstock, ON February 6, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Branch Manager

    4 weeks ago

    Woodstock, Canada FirstOntario Credit Union Full time

    **Why FirstOntario?** - FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to...

  • Mortgage Specialist

    3 weeks ago

    Woodstock, Canada BMO Full time

    Application Deadline: 05/30/2024 Address: 534 Dundas Street Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to...

  • Relationship Manager, Agricultural

    1 day ago

    Woodstock, 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...

  • Branch Manager

    1 week ago

    Woodstock, Canada Noble Corporation Full time

    Overview: **Job Overview**: At Noble, we help our customers’ businesses succeed by investing in our most important asset: our teammates! **Enjoy a rewarding career at our** **Woodstock Branch** **as a Branch Manager! We are in business to help our customers succeed!** The Branch Manager will be responsible for leading and inspiring their team to deliver...