Financial Planner, Investment

2 weeks ago

Windsor, Canada RBC 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 WINDSOR MARKET (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

Whats 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: 2669 HOWARD AVE:WINDSOR

City: WINDSOR

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-05-31

Application Deadline: 2024-12-11

Note

:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I

nclusion

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 jobs.rbc.com.

  • Financial Planner/Investment Strategist

    4 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    We're seeking a skilled Financial Planner/Investment Strategist to join our team in Grand Falls-Windsor or Gander.Salary: CAD 80,000 - 120,000 per year (based on experience)Company OverviewJoin a purpose-driven organization committed to results and inclusivity. We're dedicated to making a positive impact in our communities and fostering long-lasting...

  • Financial Planner, Investment

    2 weeks ago

    Windsor, Canada RBC 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 WINDSOR MARKET (please be advised, specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal...

  • Financial Advisor, Investment Solutions Specialist

    4 weeks ago

    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Financial Planning and Investment Role in WindsorWe are seeking a skilled Financial Planner to join our team in Windsor, Canada. As an RBC Investment and Retirement Planner, you will be responsible for creating custom investment solutions for clients within the Windsor market.The ideal candidate will have a strong background in financial planning, with a...

  • Financial Advisor for Investment and Wealth Management

    4 weeks ago

    Windsor, Ontario, Canada Royal Bank of Canada Full time

    OverviewWe are seeking a Financial Planner, Investment to join our team at the Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Windsor market.Salary and BenefitsThe estimated salary range for this position is $80,000 - $120,000 per year, plus...

  • Financial Planner, Investment

    1 month ago

    Windsor, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the WINDSOR MARKET (please be advised, specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by internal...

  • Community Investment Advisor

    2 weeks ago

    Windsor, Canada Downtownwindsor Full time

    As 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. p>What you do best:You have excellent people and problem-solving skills that help you build and...

  • Financial Planner, Grand Falls-Windsor or Gander

    6 months ago

    Grand Falls-Windsor, Canada Scotiabank Full time

       Requisition ID: 201162Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Investment Advisor

    2 weeks ago

    Windsor, Canada RBC Full time

    Job SummaryJob Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Investment Advisor

    2 weeks ago

    Windsor, Canada RBC Full time

    Job Summary Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Financial Services Professional for Wealth Growth

    4 weeks ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    We are seeking a Financial Planner/Investment Specialist to join our team in Grand Falls-Windsor or Gander. The successful candidate will be responsible for developing and deepening client relationships by providing high-quality investment advice and services within the mass affluent market.As a Financial Planner, you will utilize a comprehensive financial...

  • Investment Advisor

    2 months ago

    Windsor, 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...

  • Strategic Financial Consultant

    1 month ago

    Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full time

    Estimated salary: CAD 80,000 - CAD 120,000 per year.About Scotiabank:Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.' We help our customers, their families, and communities achieve success through various advice, products, and services.About the Role:We are seeking a skilled Financial Planner to join our team in...

  • Investment Relationship Manager

    4 weeks ago

    Windsor, Ontario, Canada Aviso Wealth Full time

    About the RoleWe are seeking an experienced Investment Relationship Manager to join our team at Aviso Wealth. This is a dynamic opportunity for someone who enjoys building and maintaining strong relationships with clients, leveraging their knowledge of investment products and services to identify new opportunities.Job DescriptionThe successful candidate will...

  • Associate Planner

    6 months ago

    Windsor, Canada TD Bank Full time

    **Work Location**: Windsor, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **This role is responsible for providing comprehensive financial planning and advice to mass affluent clients with a focus on retirement and investment planning by assisting clients in meeting their financial goals and objectives.** **Who We...

  • Downtown Windsor Investment Strategist

    2 weeks ago

    Windsor, Ontario, Canada Downtownwindsor Full time

    Investment Strategist OpportunityWe are seeking a highly skilled and motivated Investment Strategist to join our team in Downtown Windsor. As an Investment Strategist, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, families, and business owners.Your primary focus will be on providing exceptional...

  • Investment and Retirement Specialist

    6 months ago

    Windsor, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Strategic Investment Advisor

    4 weeks ago

    Windsor, Ontario, Canada Royal Bank of Canada Full time

    Compelling Career OpportunityWe are seeking a seasoned Financial Services Professional to join our team as a Strategic Investment Advisor in the vibrant city of Windsor, Ontario.

  • Special Events Coordinator

    4 weeks ago

    Windsor, Ontario, Canada ONTARIO SKYJUMP INC. Full time

    Job Title: Special Events Coordinator - Event PlannerWe are seeking a highly organized and detail-oriented Special Events Coordinator to join our team at Ontario Skyjump Inc. in [Location]. This is a permanent position offering 40 hours of work per week, with an estimated salary range of $60,000 to $80,000 per year.Job Description:The successful candidate...

  • Branch Administrator

    6 months ago

    Windsor, Canada Raymond James Financial, Inc. Full time

    **Branch Administrator** - 2204135 Raymond James Independent Financial Services is seeking a qualified Branch Administrator to work in our Windsor, ON - Lighthouse Investment Services office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Dynamic Banking and Investment Professional

    4 weeks ago

    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Royal Bank of Canada is seeking a skilled Banking Advisor to join our team. As a key player in client-focused advice, you will maximize each client interaction by helping them with their everyday banking, credit, and investment needs.This unique position requires your expertise in problem-solving, client education, and digital literacy to deliver a memorable...