Financial Planner, Investment Retirement Planning Expert
1 day ago
- 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
- Financial Planning Designation (QAFP, 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
- 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
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Investment and Retirement Planning Expert
1 week ago
Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
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Investment and Retirement Planning Expert
1 week ago
Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
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Financial Planning Expert
1 week ago
Peterborough, Ontario, Canada Baker Tilly Full timeAbout the RoleBaker Tilly is seeking a highly skilled Financial Planning Expert to join our team of professionals. As a key member of our team, you will play a vital role in assisting our valued clients and/or their businesses with their financial goals and objectives.Key ResponsibilitiesMeet and develop relationships with clients to understand their...
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Financial Planning Expert
1 week ago
Peterborough, Ontario, Canada Baker Tilly Full timeAbout the RoleBaker Tilly is seeking a highly skilled Financial Planning Expert to join our team of professionals. As a key member of our team, you will play a vital role in assisting our valued clients and/or their businesses with their financial goals and objectives.Key ResponsibilitiesMeet and develop relationships with clients to understand their...
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Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
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Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...
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Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planning Specialist, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to...
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Peterborough, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planning Specialist, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to...
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Personal Financial Strategist
1 week ago
Peterborough, Ontario, Canada Baker Tilly Full timeAbout the RoleBaker Tilly is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans.Key ResponsibilitiesMeet and develop relationships with clients to understand their situationOffer support and...
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Personal Financial Strategist
1 week ago
Peterborough, Ontario, Canada Baker Tilly Full timeAbout the RoleBaker Tilly is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans.Key ResponsibilitiesMeet and develop relationships with clients to understand their situationOffer support and...
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Financial Planner
3 weeks ago
Peterborough, Ontario, Ontario, Canada Options Consulting Solutions Full timeFinancial PlannerFinancial Services IndustryPeterborough, ONOptions Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial services industry for over 40 years providing investments, financial planning and consulting services to a...
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Financial Services Professional
2 days ago
Peterborough, Ontario, Canada Options Consulting Solutions Full time{"Job Title": "Financial Planner", "Job Description": "Unlock Your Potential as a Financial PlannerAt Options Consulting Solutions, we're seeking a talented Financial Planner to join our team. As a key member of our team, you'll play a vital role in helping our clients achieve their financial goals.About the RoleWe're looking for a skilled Financial Planner...
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Financial Services Professional
1 day ago
Peterborough, Ontario, Canada Options Consulting Solutions Full time{"Job Title": "Financial Planner", "Job Description": "Unlock Your Potential as a Financial PlannerAt Options Consulting Solutions, we're seeking a talented Financial Planner to join our team. As a key member of our team, you'll play a vital role in helping our clients achieve their financial goals.About the RoleWe're looking for a skilled Financial Planner...
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Certified Financial Advisor
4 weeks ago
Peterborough, Ontario, Canada Baker Tilly Full timeAbout the Role: We are looking for a dedicated Financial Planner to provide exceptional financial advice and support to our diverse clientele. In this pivotal role, you will be responsible for guiding clients through their financial journeys, helping them to achieve their financial aspirations. Key Responsibilities: Establish and nurture relationships with...
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Financial Services Professional
2 weeks ago
Peterborough, Ontario, Canada Royal Bank of Canada> Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.Key...
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Financial Advisor
2 weeks ago
Peterborough, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...
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Wealth Management Advisor
4 weeks ago
Peterborough, Ontario, Canada Baker Tilly Full timeAbout the Role: We are seeking a knowledgeable and proactive Financial Planner to support our diverse clientele in achieving their financial aspirations. This role is pivotal in delivering tailored financial strategies that align with our clients' unique circumstances. Key Responsibilities: Establish and nurture relationships with clients to thoroughly...
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Certified Financial Advisor
4 weeks ago
Peterborough, Ontario, Canada Baker Tilly Full timePosition Overview: We are seeking a talented and motivated Financial Planner to become a key player in our esteemed public accounting firm. This role is essential in guiding our diverse clientele towards achieving their financial aspirations through personalized and strategic financial planning. About Us: Baker Tilly KDN is a premier accounting firm...
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Financial Services Professional
1 week ago
Peterborough, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert advice and guidance to help them achieve their financial goals.Key...
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Financial Services Professional
1 week ago
Peterborough, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at the Royal Bank of Canada. As a Financial Advisor, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert advice and guidance to help them achieve their financial goals.Key...