Current jobs related to Financial Planner Investment and Retirement Planning - Old Toronto - Royal Bank of Canada>
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeRBC Investment and Retirement Planner RBC Investment and Retirement Planner About the Role: This is an exciting opportunity to join RBC as an Investment and Retirement Planner, where you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. Key Responsibilities: Provide tailored financial...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeAs an RBC Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing RBC clients. With unlimited earning potential, you can create the future you want for yourself and for the clients you advise. Key responsibilities include: Providing tailor-made financial planning...
-
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to...
-
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and hunger to...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will develop relationships with and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and hunger to drive...
-
Toronto, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?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,...
-
TORONTO, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?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,...
-
Toronto, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?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,...
-
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create personalized investment solutions to help them achieve their long-term goals. With a dynamic and supportive team, you will have the opportunity to drive new investment sales and provide world-class advice and solutions.Key...
-
Toronto, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create personalized investment solutions to help them achieve their long-term goals. With a dynamic and supportive team, you will have the opportunity to drive new investment sales and provide world-class advice and solutions.Key...
-
Toronto, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?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,...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen investment and primary...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor, Investment and Retirement Planning to join our team. As a key member of our branch sales team, you will be responsible for contributing to our overall success by meeting and exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen investment and primary...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment and Retirement Planning, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen investment and primary banking relationships with existing...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment and Retirement Planning, you will be a key member of our branch sales team, responsible for contributing to the team's overall success by meeting and exceeding negotiated deposit and investment sales goals.Key Responsibilities:Establish and deepen investment and primary banking relationships with existing...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of the branch sales team, responsible for driving success by meeting/exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of the branch sales team, responsible for driving success by meeting/exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as...
-
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Financial Advisor, Investment & Retirement Planning, you will be a key member of our branch sales team, responsible for driving success by meeting/exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as...
Financial Planner Investment and Retirement Planning
4 months ago
What is the opportunity? As an RBC Investment and Retirement Planner, you 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 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
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
Digital Savviness, ability to effectively utilize mobile applications
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
Address: ROYAL BANK PLAZA, 200 BAY ST:TORONTO
City: TORONTO
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Commission
Posted Date: 2024-02-07
Application Deadline: 2024-12-31
