Financial Planner, Investment and Retirement Planning
4 weeks ago
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
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 centers of influence
Must-have
- Financial Planning Designation (PFP or CFP)
- 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
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
*Please note this is for future opportunities for Markham West Region*
Job SkillsAdaptability, Business Development, Client Centricity, Curiosity
Additional Job DetailsAddress: 7481 WOODBINE AVE:MARKHAM
City: MARKHAM
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-04-09
Application Deadline: 2024-05-10
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 jobs.rbc.com.
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, ON, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, ON, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Financial Planner
2 weeks ago
Markham, Canada BMO Full timeApplication Deadline: 05/21/2024Address:710 Markland StreetProvides 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...
-
Financial Representative
3 weeks ago
Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full timeFinancial RepresentativeOur financial centre is searching for a Financial Representative to join our dynamic team.The ProfessionThe role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...
-
Financial Consultant Investments
3 weeks ago
Markham, ON, Canada Sun Life Financial Full timeApply locations Markham, Ontario time type Full time posted on Posted 6 Days Ago job requisition id JR00034512 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...
-
Senior Planner
3 weeks ago
Markham, Canada EXP Full timeSenior Planner Brampton or Markham or Hamilton, ON At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments. As a team of engineers, architects, designers, scientists, creators, and a community of professionals, we bring diverse and talented people together to solve the world’s most complex challenges....
-
Investment Associate
7 days ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...
-
Investment Associate
2 weeks ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...
-
Investment Associate
2 weeks ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you!Our Client:A well-established and growing...
-
Investment Associate
2 weeks ago
Markham, Canada Staffix Professional Staffing Full timeAre you a seasoned banker with a proven track record of success and a passion for wealth management? Do you thrive in a fast-paced environment and enjoy collaborating with a high-performing team? If you licensed as a regestered representative (CIRO) and are looking to leverage your expertise, we want to hear from you! Our Client: A well-established and...
-
Manager, Finance
2 weeks ago
Markham, Canada Sienna Senior Living Full timeWe are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. And we truly believe it is a privilege to serve Canada’s seniors, ensuring they live fulfilling...
-
Project Planning
3 days ago
Markham, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
