Current jobs related to Financial Planner Investment and Retirement Planning Expert - Thunder Bay, Ontario - Royal Bank of Canada>

  • Financial Planner

    2 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Role OverviewAs 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 priority will be providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAt Scotiabank, we're seeking a skilled Financial Planner to join our team. As a Financial Planner, you'll play a key role in 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...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAt Scotiabank, we're seeking a skilled Financial Planner to join our team. As a Financial Planner, you'll play a key role in 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...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    {"h1": "Financial Planner Role at Scotiabank", "p": "As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    {"h1": "Financial Planner Role at Scotiabank", "p": "As a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    3 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    1 month ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    1 month ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    3 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Requisition ID: 199095 At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture. As a Financial Planner, you'll focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Key Responsibilities: • Conduct in-depth reviews for...

  • Financial Planner

    4 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAs 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...

  • Financial Planner

    4 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAs 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...

  • Investment Planning Specialist

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    About the Role:We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in 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...

  • Investment Planning Specialist

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    About the Role:We are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will play a key role in 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...

  • Financial Planner

    2 weeks ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    As 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 priority will be providing investment and financial planning advice to help clients meet their unique goals.Following a comprehensive financial planning framework, you will be...

  • Financial Planner

    1 month ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Requisition ID: 199095 At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.Financial Planner:As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and...

  • Financial Planner

    1 month ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    Requisition ID: 199095 At Scotiabank, we're committed to delivering exceptional results in an inclusive and high-performing culture.Financial Planner:As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation.About the RoleWe are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in developing and deepening client relationships by...

  • Financial Planner

    2 months ago

    Thunder Bay, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovation.Role SummaryWe are seeking a highly motivated and results-driven Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by...

Financial Planner Investment and Retirement Planning Expert

2 months ago

Thunder Bay, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a seasoned Investment and Retirement Planner at Royal Bank of Canada, you will create customized investment solutions for prospective and existing clients. Leveraging your expertise and creativity, you will provide world-class advice and solutions to help clients achieve their long-term financial goals.

Key Responsibilities:

  • Develop and implement tailored financial planning strategies using a comprehensive range of investment and portfolio solutions.
  • Acquire and consolidate existing and new clients, growing your client base through proactive networking and business development activities.
  • Collaborate with internal partners to identify and capitalize on new business opportunities.
  • Develop and maintain strong relationships with clients, understanding their unique needs and providing personalized service.

Requirements:

  • Financial Planning Designation (PFP or CFP or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven track record of successful client acquisition and retention
  • Excellent communication and interpersonal skills
  • Digital literacy and ability to effectively utilize mobile applications
  • Bilingual (French and English speaking) is an asset

What We Offer:

  • A comprehensive Total Rewards Program, including flexible benefits, competitive commission structure, and pension options
  • World-class training programs and career development opportunities
  • A dynamic, collaborative, and high-performing team environment
  • A flexible work schedule that balances client needs and personal well-being
  • Access to innovative mobile technology to support your success

Job Skills:

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details:

Employment Type:

Full time

Job Type:

Regular

Pay Type:

Commission

Platform:

PERSONAL & COMMERCIAL BANKING