Financial Planner, Investment
4 weeks ago
Financial Planner, Investment & Retirement Planning - Durham RegionJoin to apply for the Financial Planner, Investment & Retirement Planning - Durham Region role at RBC.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 centres of influence.What do you need to succeed?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.What’s in it for you?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.Job DetailsLocation: 43 Conlin Rd E, Oshawa, CanadaEmployment Type: Full timeWork Hours: 37.5 per weekPay Type: CommissionPlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularEqual Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. #J-18808-Ljbffr
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Financial Planner
3 weeks ago
Oshawa, Canada BMO Financial Group Full timeJoin 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 offer you all that and much more.Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You...
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Financial Planner
3 weeks ago
Oshawa, Canada BMO Financial Full timeApplication Deadline: 11/26/2025 Address: 206 Ritson Road North Job Family Group: Retail Banking Sales & Service 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 offer you all that and...
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Financial Planner
3 weeks ago
Oshawa, Canada BMO Financial Full timeApplication Deadline:11/26/2025Address:206 Ritson Road NorthJob Family Group:Retail Banking Sales & ServiceJoin 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 offer you all that and much more....
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Financial Planner
3 weeks ago
Oshawa, Canada BMO Financial Full timeApplication Deadline :11 / 04 / 2025Address :206 Ritson Road NorthJob Family Group :Retail Banking Sales & ServiceJoin 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 offer you all that and much...
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Financial Planner
7 days ago
Oshawa, Canada BMO Financial Full timeApplication Deadline:12/11/2025Address:206 Ritson Road NorthJob Family Group:Retail Banking Sales & ServiceJoin 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 offer you all that and much more....
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Financial Planner
5 days ago
Oshawa, Canada BMO Financial Full timeApplication Deadline: 12/11/2025 Address: 206 Ritson Road North Job Family Group: Retail Banking Sales & Service 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 offer you all that and much...
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Financial Planner, Investment
4 weeks ago
Oshawa, Canada RBC Full timeFinancial Planner, Investment & Retirement Planning - Durham RegionJoin to apply for the Financial Planner, Investment & Retirement Planning - Durham Region role at RBC.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...
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Financial Planner
2 weeks ago
Oshawa, Canada BMO Full timeApplication Deadline: 10 / 21 / 2025 Address: 206 Ritson Road North Job Family Group: Retail Banking Sales & Service Overview 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 offer you all...
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Financial Planner, Investment
1 week ago
Oshawa, Canada Royal Bank of Canada Full timeJob Description This is an opportunity for candidates to express their interest in Investment and Retirement Planner positions acrossour Durham Communities. Includes locations such as; Whitby, Oshawa, Port Perry.We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial...
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Financial Planner, Investment
1 week ago
OSHAWA, Canada Royal Bank of Canada Full timeJob Description **This is an opportunity for candidates to express their interest in Investment and Retirement Planner positions across our Durham Communities. Includes locations such as; Whitby, Oshawa, Port Perry. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their...
