Financial Planner Relationship Manager
1 day ago
Job DescriptionWhat 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 boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.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 solutionsActively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (QAFP, PFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningA strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaborationAbility to create a market presence, build COI relationships, and cultivate strong partner relationshipsNice to HaveAbility to be mobile throughout the marketWhat’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.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsRBC is an equal opportunity employer. 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. #J-18808-Ljbffr
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Financial Planner Relationship Manager
4 weeks ago
Timmins, Canada RBC Full timeJob DescriptionWhat 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 boundless...
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Financial Planner Relationship Manager
4 weeks ago
Timmins, Canada RBC Full timeJob Description What 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 Relationship Manager
1 week ago
Timmins, Canada Royal Bank of Canada Full timeJob Description What 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, Scotia Financial Planning
4 days ago
Timmins, Ontario, 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.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 our Global...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Timmins, Canada Scotiabank Full timeRequisition ID: 233564Join 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...
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Holistic Financial Planner
4 weeks ago
Timmins, Canada Royal Bank of Canada> Full timeA leading financial institution in Timmins is seeking an experienced Financial Planner to manage a portfolio of mass affluent clients. You will provide tailor-made financial advice and build long-term relationships through expert planning. The ideal candidate has a strong financial acumen and at least 3 years of experience in financial planning. This...
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Timmins, Canada RBC Full timeA leading financial institution in Ontario is seeking a Financial Planner to manage a portfolio of clients. You will provide tailored financial planning advice, help achieve client goals, and maintain strong relationships with service partners. The ideal candidate has a Financial Planning Designation, experience in financial planning, and excellent...
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Timmins, Canada RBC Full timeA leading financial institution in Ontario is seeking a Financial Planner to manage a portfolio of clients. You will provide tailored financial planning advice, help achieve client goals, and maintain strong relationships with service partners. The ideal candidate has a Financial Planning Designation, experience in financial planning, and excellent...
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Holistic Financial Planner: Grow Client Portfolios
17 hours ago
Timmins, Canada RBC Full timeA leading financial institution in Ontario is seeking a Financial Planner to manage a portfolio of clients. You will provide tailored financial planning advice, help achieve client goals, and maintain strong relationships with service partners. The ideal candidate has a Financial Planning Designation, experience in financial planning, and excellent...
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Financial Planner: Flexible Hours
4 weeks ago
Timmins, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Planner in Timmins, Ontario. The role involves developing client relationships, providing high-quality financial advice, and driving investment sales while adhering to compliance. Candidates should have extensive experience in financial planning, licensing, and networking. Flexible work environment and...
