Financial Planner: Retirement

Financial Planner, Investment Retirement Planning RBC Location: 861 LANSDOWNE ST W, Peterborough, Canada Work Hours: 37.5 per week Employment Type: Full time (Regular) Platform: PERSONAL & COMMERCIAL BANKING Pay Type: Commission Posted Date: 2025-12-10 Application Deadline: 2026-01-16 What you will do Provide tailor‑made financial planning advice and...

Job DescriptionWhat 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...

Job Description 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...

Paraplanner up to Senior Financial PlannerFull time, in office (with flexibility)Minimum requirement: 2 plus years of relevant experienceConquest requirement: If applying at Paraplanner Level 3 or Senior Financial Planner, you must have experience working in Conquest (plan inputs, scenario updates, meeting prep support).About Matthews + AssociatesMost wealth...

   Requisition ID: 228306Join 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”...

Requisition ID: 228306Join 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...

**_“How do you live in the moment?”_** **The Office Manager** reports to the General Manager and is expected to provide courteous and efficient telephone, reception, and clerical support to all clients and assists with clerical duties in the Home, including human resources and associate files. **Responsibilities**: Reviews and processes monthly...

Description :TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our...

Do you have a passion for making a difference? Making every moment matter is about improving all the things that make life enjoyable. Things like making someone feel better, making connections with them or for them with other residents, showing them a new song or even just giving them something to look forward to. At Peterborough Retirement Residence, we...

Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 37.5 hours per week - Education: - Expérience: - **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - ** Work setting**: - Retirement home - ** Tasks**: - Accompany patients on outdoor recreational activities -...