Financial Planner, Investment
1 week ago
Job Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. 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? Please be advised specific location is to be determined and successful incumbent must be mobile within the London Market 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 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 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. Additional Job Details Address: 96 FANSHAWE PARK RD E:LONDON City: London Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-08-27 Application Deadline: 2026-01-14 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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Financial Planner
1 week ago
London, Canada Prime Management Group Inc. Full timeJoin to apply for the Financial Planner role at Prime Management Group Inc. With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing...
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Insurance and Financial Planners
6 days ago
London, Ontario, Canada -cd97-498f-8d93-4a2be8e38463 Full timeCompany DescriptionRD Financial Solutions and Dominion Lending CentreRole DescriptionThis is a full-time on-site role for an Insurance and Financial Planner, located in London, ON. The Insurance and Financial Planner will be responsible for assessing client financial needs, providing tailored financial planning and retirement solutions, and recommending...
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Financial Planner
7 days ago
London, Canada Prime Management Group Full timeWith a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing prosperity for people, businesses, and communities using an inclusive,...
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Financial Planner
1 week ago
London, Canada Prime Management Group Full timeWith a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation®, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises across Southwestern Ontario, Libro is committed to growing prosperity for people, businesses, and communities using an inclusive,...
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Financial Planner, Scotia Financial Planning
3 days ago
London, Canada Scotiabank Full timeJoin a purpose-driven winning team committed to results in an inclusive and high-performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass‑affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your...
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Financial Planner, Investment
3 weeks ago
LONDON, Canada Royal Bank of Canada Full timeJob Description As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. 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...
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Financial Planner, Scotia Financial Planning
1 week ago
London, Canada Scotiabank Full timeRequisition ID: 228314 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...
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London, Canada Scotiabank Full timeOverview Is this role right for you? In this role, you will : Promote the development and sustainable growth of proprietary investment business in the assigned market area by : - Business Development: Executing on business development plans for prospects and existing clients within the mass affluent market. Identifying additional business development...
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London, Canada Prime Management Group Full timeA financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales,...
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London, Canada Prime Management Group Full timeA financial services recruitment company is seeking an experienced Financial Planner located in Southern Ontario. The successful candidate will build strong relationships and develop personalized financial plans for Owner households. The role requires a professional designation (PFP, QAFP, or CFP) and experience in managed investments or mutual-fund sales,...
