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HAMILTON, Canada Royal Bank of Canada Full timeJob Description 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...
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Hamilton, Canada Royal Bank of Canada> Full timeWhat 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...
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Investment Specialist, Financial Planning
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Hamilton, Canada BMO Financial Group Full time910 Queenston Road, Unit 1 Stoney Creek Ontario,L8G 1B5 Provides 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...
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Financial Planner
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Hamilton, Canada BMO Financial Full timeApplication Deadline: 12/02/2025 Address: 50 Bay Street South Job Family Group: Retail Banking Sales & Service **We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek. Join BMO – imagine the possibilities. Are you looking for a chance to let your...
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Financial Planner
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Hamilton, Canada BMO Financial Full timeApplication Deadline: 12/02/2025 Address: 50 Bay Street South Job Family Group: Retail Banking Sales & Service We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek. Join BMO - imagine the possibilities. Are you looking for a chance to let your...
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Financial Planner
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Hamilton, Canada BMO Financial Full timeApplication Deadline:12/02/2025Address:50 Bay Street SouthJob Family Group:Retail Banking Sales & Service**We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek.Join BMO – imagine the possibilities. Are you looking for a chance to let your...
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Financial Planner
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Hamilton, Canada BMO Financial Full timeApplication Deadline:12/02/2025Address:50 Bay Street SouthJob Family Group:Retail Banking Sales & Service**We are hiring a Financial Planner for our Hamilton and Stoney Creek Market. Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek.Join BMO – imagine the possibilities. Are you looking for a chance to let your...
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Hamilton, Canada BMO Full timeFinancial Planner – Hamilton and Stoney Creek Market Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek. Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can...
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Financial Planner
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Hamilton, Canada BMO Full timeFinancial Planner – Hamilton and Stoney Creek Market Applicants must be flexible for assignment to any branch in Hamilton or Stoney Creek. Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can...
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Financial Planner, Scotia Financial Planning
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Hamilton, Canada Scotiabank Full timeRequisition ID: 228311Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within...
Financial Planner, Investment and Retirement Planning
1 month 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.Specific location is to be determined. Successful incumbent must be mobile within the Hamilton MarketWhat 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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (QAFP, PFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsWhat’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 optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work / life balanceInnovative mobile technology to ensure your successJob SkillsAdaptabilityBusiness DevelopmentClient CentricityCuriosityAdditional Job DetailsAddress: 59 WILSON ST W, HAMILTONCity: HamiltonCountry: CanadaWork hours / week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: CommissionPosted Date: 2025-09-10Application Deadline: 2025-10-08Note: Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date aboveI nclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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 . #J-18808-Ljbffr
