Financial Planner, Investment
3 weeks ago
Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the WINDSOR MARKET (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 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? Must‑have Financial Planning Designation (PFP® or CFP® or QAFP®) 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? 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. A comprehensive Total Rewards Programme of flexible benefits, competitive commission structure, and pension options World‑class training programmes and career development opportunities The advantage of working with a dynamic, collaborative, and high‑performing team where initiative and hard work are recognised and rewarded A flexible work schedule based on client preferences and your own work/life balance Innovative mobile technology to ensure your success RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities at RBC. Qualified applicants may be contacted to review their resume in more detail. Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment 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 programmes intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr
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Financial Planner, Investment
4 days ago
Windsor, Ontario, Canada RBC 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 WINDSOR MARKET (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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Financial Planner, Investment
6 days ago
Windsor, Ontario, 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 WINDSOR MARKET (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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Financial Planner, Scotia Financial Planning
3 days ago
Windsor, Ontario, Canada Scotiabank Full timeRequisition ID: 228314Join 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...
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Financial Planner, Investment
1 week ago
Windsor, 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 WINDSOR MARKET (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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Financial Planner, Investment
2 days ago
Windsor, 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 WINDSOR MARKET (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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Financial Planner, Investment
2 hours ago
Windsor, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the WINDSOR MARKET (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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Financial Planner, Scotia Financial Planning
2 weeks ago
Windsor, Canada Scotiabank Full timeRequisition ID: 228314Join 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”...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Windsor, Canada Scotiabank Full timeRequisition ID: 228314Join 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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Windsor, Canada RBC Full timeA leading Canadian financial institution is seeking an Investment and Retirement Planner in Windsor. This role involves creating tailored financial solutions for clients and developing new business through networking and referrals. Candidates must possess a financial planning designation and mutual funds license, with at least 2 years of relevant experience....
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Financial Planner, Scotia Financial Planning
6 days ago
Grand Falls-Windsor, Newfoundland and Labrador, Canada Scotiabank Full timeRequisition 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...
