Financial Planner
4 weeks ago
Financial Planner Responsable de la croissance et de la gestion d’un portefeuille de clients massivement fortunés. Fournir des revues complètes, établir des relations à long terme grâce à des conseils financiers de qualité, planification financière et services continus. Vous êtes motivé par l’atteinte des objectifs et guidé par une passion pour la planification financière holistique. What will you do? Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions. Actively grow, expand and maintain your portfolio of clients using value‑based relationship management practices, achieving performance targets. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals. What do you need to succeed? Must‑have Financial Planning Designation (QAFP, PFP or CFP) Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration. Ability to create a market presence, build COI relationships, and cultivate strong partner relationships. Nice to Have Ability to be mobile throughout the market. What’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. 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. Compétences professionnelles Communication, Développement d’entreprise, Orientation client, Planification à long terme Détails supplémentaires de l’emploi Adresse: 100 KING ST:SAINT JOHN Ville: Saint John Pays: Canada Nombre d’heures de travail par semaine: 37.5 Type d’emploi: temps plein Secteur d’activité : Services bancaires aux particuliers et aux entreprises Type de fonction : Régulier Type d’échelle salariale: Salarié Date d’affichage: 2025-11-07 Date limite des candidatures : 2025-11-14 Remarque : Les demandes seront acceptées jusqu'à 23 h 59 le jour précédant la date limite de présentation des demandes ci-dessus. Inclusion et équité en matière d’emploi À RBC, nous pensons qu’un milieu de travail inclusif offrant des points de vue diversifiés est essentiel à notre croissance continue. Notre milieu de travail propice à l’excellence, à la collaboration, à l’innovation et à l’épanouissement professionnel de nos employés contribue à concrétiser notre raison d’être et à générer de la valeur pour nos clients et les collectivités où nous exerçons nos activités. Pour cela, nous mettons en place des politiques et des programmes visant à favoriser un milieu de travail fondé sur le respect et l’appartenance et offrant des occasions pour tous. Rencontrez notre communauté de talents Tenez‑vous au courant des formidables perspectives de carrière offertes à RBC. Inscrivez‑vous et recevez des renseignements sur les plus récentes offres d’emploi et les activités de recrutement qui vous intéressent, de même que des conseils en matière de gestion de carrière. Repoussez vos limites et bâtissez un nouvel avenir à RBC. Découvrez comment nous mettons notre passion et notre motivation au service du bien‑être des clients et des collectivités à jobs.rbc.com. #J-18808-Ljbffr
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Financial Planner, Scotia Financial Planning
1 week ago
Saint John, New Brunswick, 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...
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Financial Planner
7 days ago
Saint John, Canada Royal Bank of Canada> Full timeDescription du posteWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
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Financial Planner
4 weeks ago
Saint John, Canada RBC Full timeFinancial Planner Responsable de la croissance et de la gestion d’un portefeuille de clients massivement fortunés. Fournir des revues complètes, établir des relations à long terme grâce à des conseils financiers de qualité, planification financière et services continus. Vous êtes motivé par l’atteinte des objectifs et guidé par une passion...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Saint John, Canada Scotiabank Full timeOverviewRequisition ID: 228410Join 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 within our Global Asset Management Division.As a Financial Planner, you will...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Saint John, Canada Scotiabank Full timeOverview Requisition ID: 228410 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 within our Global Asset Management Division. As a Financial Planner,...
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Financial Planner
3 weeks ago
Saint John, Canada RBC Full timeA leading financial institution in Canada is seeking a Financial Planner to manage a portfolio of affluent clients. You will provide tailored financial advice and help clients achieve their long-term goals. The ideal candidate has at least 3 years of experience in financial planning and relevant certifications. This role offers full-time status with...
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Saint John, Canada Scotiabank Full timeA leading financial institution in Saint John is seeking a Financial Planner to develop client relationships and provide investment advice. The ideal candidate has at least 3 years of experience in financial planning and investment sales, possesses relevant certifications, and excels in networking. This role offers a flexible work environment and is focused...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Saint John, Canada Scotiabank Full timeOverview Requisition ID: 228476 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is part of the Scotia Financial Planning team within Global Asset Management, focused on delivering high-quality financial planning and investment advice to the mass affluent market. You will focus on developing...
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Financial Planner, Scotia Financial Planning
2 weeks ago
Fort St. John, BC, Canada Scotiabank Full time $90,000 - $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...
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Financial Planner, Scotia Financial Planning
1 week ago
(s): Canada : British Columbia : Fort St. John Scotiabank Global Site Full time $60,000 - $120,000 per yearRequisition ID: 228286Join 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...
