Investment & Retirement Planner — Drive Client Wealth

4 weeks ago


Cambridge, Canada RBC Full time

A leading financial institution is seeking a Financial Planner to create custom investment solutions for clients in Cambridge. This role involves providing tailored advice, acquiring new clients, and networking to enhance service delivery. Candidates should have a Financial Planning Designation, a Mutual Funds License, and at least two years’ experience. The position offers a flexible work schedule and competitive compensation.
#J-18808-Ljbffr



  • Cambridge, Canada RBC Full time

    A leading financial institution is seeking a Financial Planner to create custom investment solutions for clients in Cambridge. This role involves providing tailored advice, acquiring new clients, and networking to enhance service delivery. Candidates should have a Financial Planning Designation, a Mutual Funds License, and at least two years’ experience....


  • Cambridge, Canada RBC Full time

    Financial Planner Investment and Retirement PlanningJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCFinancial Planner Investment and Retirement Planning2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCWhat is the opportunity?As an RBC...


  • Cambridge, Canada RBC Full time

    Financial Planner Investment and Retirement PlanningJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCFinancial Planner Investment and Retirement Planning2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Investment and Retirement Planning role at RBCWhat is the opportunity?As an RBC...


  • Cambridge, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (please be advised specific location is to be determined). Alongside your own prospecting and networking activity, you are fully supported by...


  • Cambridge, Canada Royal Bank of Canada> Full time

    OverviewAs an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets (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...


  • Cambridge, Canada Scotiabank Full time

       Requisition ID: 244270Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleInternally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...

  • Investment Advisor

    3 weeks ago


    Cambridge, Canada RBC Dominion Securities Full time

    Join to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours....

  • Investment Advisor

    2 weeks ago


    Cambridge, Canada RBC Dominion Securities Full time

    Join to apply for the Investment Advisor role at RBC Dominion Securities2 days ago Be among the first 25 applicantsJoin to apply for the Investment Advisor role at RBC Dominion SecuritiesGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours....


  • Cambridge, Canada Cowan Insurance Group Full time

    You’re **knowledgeable **in the **Investment industry** You’re a **communicator **- strong communication skills both verbally and written You’re **self-motivated** - ability to work independently and as a team. If you’re nodding, this **Investment **Administrator** role in the **Wealth Division** at Cowan Insurance Group may be perfect for...

  • Investment Advisor

    9 hours ago


    Cambridge, Canada RBC Dominion Securities Full time

    Investment Advisor – RBC Dominion Securities Join to apply for the Investment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t...