Financial Planner
3 weeks ago
At Royal Bank of Canada, we are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.
Key Responsibilities:- Provide tailored financial planning advice and solutions to clients using our comprehensive range of investment and portfolio solutions.
- Acquire and consolidate existing and new clients, and assets.
- Connect clients with the right RBC team members to help meet their ongoing needs.
- Develop external business referral sources through networking, marketing, and your centres of influence.
- Financial Planning Designation (PFP, QAFPTM or CFP) or close to completing.
- Mutual Funds License (IFIC or CSC).
- Minimum 2-3 years' experience in financial planning/advisor role.
- Proven networking and client acquisition skills.
- Ability to cultivate strong partner relationships.
- Full-time RBC employee status with unlimited earning potential and full benefits.
- Work with a dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services.
- Flexible work/life balance option.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Financial PlannerScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...
-
Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...
-
Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...
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Financial Planner
3 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...
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Financial Planner
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. You will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients to...
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Financial Planner
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. You will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients to...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. You will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients to...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. You will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients to...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089At Scotiabank, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a key role in helping our clients achieve their financial goals by providing expert advice and guidance.Key ResponsibilitiesDevelop and deepen client relationships by providing...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089At Scotiabank, we're committed to delivering exceptional financial services to our clients. As a Financial Planner, you'll play a key role in helping our clients achieve their financial goals by providing expert advice and guidance.Key ResponsibilitiesDevelop and deepen client relationships by providing...
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Financial Planner
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201089As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Key...
