Financial Planner, Investment and Retirement Planning
2 weeks ago
Financial Planner, Investment and Retirement Planning (Ottawa West and Valley) Join to apply for the Financial Planner, Investment and Retirement Planning (Ottawa West and Valley) role at RBC Be among the first 25 applicants – 1 week ago This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across Ottawa West and Valley. 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 Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail. 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 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 Digital Savviness, ability to effectively utilize mobile applications What’s in it for you? 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 Job Location 5345 FERNBANK RD, OTTAWA, Canada Employment Details 37.5 hours/week, Full time, Regular, Commission pay, PERSONAL & COMMERCIAL BANKING platform. Application Deadline 2025-11-28 Equal Opportunity Statement At 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. 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. #J-18808-Ljbffr
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Ottawa, Canada RBC Full timeFinancial Planner, Investment and Retirement Planning What is the opportunityAs 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...
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Ottawa, Canada RBC Full timeFinancial Planner, Investment and Retirement Planning What is the opportunityAs 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...
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Ottawa, Canada RBC Full timeFinancial Planner, Investment and Retirement Planning (Ottawa West and Valley) Join to apply for the Financial Planner, Investment and Retirement Planning (Ottawa West and Valley) role at RBC Be among the first 25 applicants – 1 week ago This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner...
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Ottawa, Canada Royal Bank of Canada> Full timeJob 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,...
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Ottawa, Canada RBC Full timeJob Description What 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,...
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Ottawa, Canada RBC Full timeJob Description What 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,...
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OTTAWA, Canada Royal Bank of Canada Full timeJob Description **This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across Ottawa West and Valley. 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 Planning designation (CFP or PFP)...
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Associate Financial Planner
2 weeks ago
Ottawa, Canada MDL Financial Group Full timeAbout MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...
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Associate Financial Planner
2 weeks ago
Ottawa, Canada MDL Financial Group Full timeAbout MDL Financial Group MDL Financial Group is a dynamic, growth-oriented financial planning firm known for its personalized, comprehensive approach to helping Canadians build and protect their wealth. With strong SEO-driven visibility, a steady flow of warm prospects, and a collaborative internal culture, we provide an exceptional platform for advisors...
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Financial Planner, Scotia Financial Planning
1 week ago
Ottawa, Ontario, Canada Scotiabank Full time $80,000 - $120,000 per yearRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...
