Investment & Retirement Planner — Drive Client Wealth
4 weeks ago
A leading financial institution is seeking a Financial Planner to create custom investment solutions for clients in Cambridge. This role involves providing tailored advice, acquiring new clients, and networking to enhance service delivery. Candidates should have a Financial Planning Designation, a Mutual Funds License, and at least two years’ experience. The position offers a flexible work schedule and competitive compensation.
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Cambridge, Canada RBC Full timeA leading financial institution is seeking a Financial Planner to create custom investment solutions for clients in Cambridge. This role involves providing tailored advice, acquiring new clients, and networking to enhance service delivery. Candidates should have a Financial Planning Designation, a Mutual Funds License, and at least two years’ experience....
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Cambridge, Canada RBC Full timeFinancial Planner Investment and Retirement PlanningJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCFinancial Planner Investment and Retirement Planning2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCWhat is the opportunity?As an RBC...
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Cambridge, Canada RBC Full timeFinancial Planner Investment and Retirement PlanningJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCFinancial Planner Investment and Retirement Planning2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCWhat is the opportunity?As an RBC...
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Cambridge, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (please be advised specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by...
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Cambridge, Canada Royal Bank of Canada> Full timeOverviewAs an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (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...
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Investment Advisor
3 weeks ago
Cambridge, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGrow 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....
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Investment Advisor
2 weeks ago
Cambridge, Canada RBC Dominion Securities Full timeJoin to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGrow 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....
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Investment Administrator
7 days ago
Cambridge, Canada Cowan Insurance Group Full timeYou’re **knowledgeable **in the **Investment industry** You’re a **communicator **- strong communication skills both verbally and written You’re **self-motivated** - ability to work independently and as a team. If you’re nodding, this **Investment **Administrator** role in the **Wealth Division** at Cowan Insurance Group may be perfect for...
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Investment Advisor
5 hours ago
Cambridge, Canada RBC Dominion Securities Full timeInvestment Advisor – RBC Dominion Securities Join to apply for the Investment Advisor role at RBC Dominion Securities. 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 you’ve dreamed of starting your own business, but haven’t...
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Financial Planner, Scotia Financial Planning
1 week ago
Cambridge, Canada Scotiabank Full timeRequisition ID: 243231 Join 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...