Financial Planner-Investment and Retirement Planning
2 weeks ago
Job Description 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®) 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 Program of flexible benefits, competitive commission structure, and pension options World-class training programs and career development opportunities The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded A flexible work schedule based on client preferences and your own work/life balance Innovative mobile technology to ensure your success Additional Job Details Address: 1206 PROSPECT ST:FREDERICTON City: Fredericton Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2026-01-14 Application Deadline: 2026-01-28 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 programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr
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Fredericton, Canada RBC Full timeJob Description 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...
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Financial Planner: Retirement
2 weeks ago
Fredericton, Canada RBC Full timeA leading Canadian bank is seeking a dedicated financial planner in Fredericton to provide personalized financial solutions and acquire new clients. The role requires a Financial Planning Designation and experience in networking and client acquisition to build strong partnerships. Candidates should be digitally savvy and able to work collaboratively within a...
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Fredericton, Canada Royal Bank of Canada> Full timeJob DescriptionWhat 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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to...
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Fredericton, New Brunswick, Canada RBC Full timeJob DescriptionWhat 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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to...
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Financial Planner, Scotia Financial Planning
2 days ago
Fredericton, 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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Fredericton, New Brunswick, Canada Royal Bank of Canada Full timeJob DescriptionWhat 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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to...
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Fredericton, Canada RBC Full timeA leading banking institution in Fredericton is seeking a Financial Planner to provide personalized financial planning advice using a broad array of investment solutions. The successful candidate will acquire and manage client relationships while developing referral networks. This role offers competitive commissions, flexible work hours, and opportunities...
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Financial Planner
11 hours ago
Fredericton, New Brunswick, Canada TD Full time $60,000 - $70,000Work Location:Fredericton, New Brunswick, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at...
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Financial Planner
2 weeks ago
Fredericton, Canada TD Full timeWork Location Fredericton, New Brunswick, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $60,000 - $70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...
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Financial Planner
3 weeks ago
Fredericton, Canada TD Securities Full timeWork Location Fredericton, New Brunswick, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $60,000 - $70,000 CAD. This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...
