Financial Planner, Investment Specialist

2 weeks ago


Windsor, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using a range of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new clients and assets, building strong relationships with clients and internal partners
  • 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

Requirements

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


  • Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job 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 within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive...


  • Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job 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 within the financial services industry. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive...


  • Windsor, Ontario, Canada Royal Bank of Canada Full time

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

  • Investment Advisor

    1 month ago


    Windsor, Ontario, Canada BMO Financial Group Full time

    Join BMO Financial Group as a Financial Planner and embark on a rewarding career where you can assist clients in making informed financial decisions while enjoying a path rich in professional growth and learning.As a certified financial planner, you will play a crucial role in providing tailored financial and investment strategies that align with the best...


  • Windsor, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial Advisor/PlannerAre you a self-motivated and knowledgeable individual looking to build a successful practice as a financial advisor? Do you want to enjoy a better work-life balance and create financial independence? We're seeking experienced professionals to join our dynamic team at Desjardins Financial Security...


  • Windsor, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial Advisor/PlannerAre you a self-motivated and knowledgeable individual looking to build a successful practice as a financial advisor? Do you want to enjoy a better work-life balance and create financial independence? We're seeking experienced professionals to join our dynamic team at Desjardins Financial Security...


  • Windsor, Ontario, Canada BMO Financial Group Full time

    Join BMO Financial Group as a Financial Planner and embark on a journey to assist clients in making informed financial decisions while enhancing your own professional growth. As a certified financial planner, you will be part of a dynamic team dedicated to delivering exceptional service in the banking sector.Key Responsibilities:Proactively engage with both...

  • Financial Planner

    1 week ago


    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Windsor market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...

  • Financial Planner

    1 week ago


    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Windsor market. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice...

  • Financial Planner

    5 days ago


    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Windsor market. You will be 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...

  • Financial Planner

    5 days ago


    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Windsor market. You will be 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...

  • Financial Planner

    2 hours ago


    Windsor, Ontario, Canada Royal Bank of Canada> Full time

    Job 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 within the Windsor market. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...


  • Windsor, Ontario, Canada National Bank Full time

    Investment and Retirement Specialist Role at National BankAs an Investment and Retirement Specialist, you will be responsible for delivering customized financial solutions to our clients. Your expertise will play a crucial role in helping individuals achieve their financial goals.Develop personalized investment plans tailored to client needsLeverage a robust...


  • Windsor, Ontario, Canada NBC Full time

    Investment and Retirement Specialist at NBCThe Investment and Retirement Specialist at NBC will assist and advise clients in crafting customized investment approaches. Your tenacity, extensive network, and profound understanding of financial products will be crucial for achieving success.Key ResponsibilitiesProvide comprehensive financial solutions to...


  • Windsor, Ontario, Canada Banque Nationale Full time

    About the RoleAs a Specialist in Investment and Retirement at Banque Nationale, you will play a crucial role in guiding clients in developing tailored investment strategies that meet their needs. Your determination and strong network with colleagues in our branches will be essential in delivering exceptional service.Key ResponsibilitiesDevelop and implement...


  • Windsor, Ontario, Canada Banque Nationale Full time

    About the RoleAs a Specialist in Investment and Retirement at Banque Nationale, you will play a crucial role in guiding clients in developing tailored investment strategies that meet their needs. Your determination and strong network with colleagues in our branches will be essential in delivering exceptional service.Key ResponsibilitiesDevelop and implement...

  • Investment Advisor

    6 days ago


    Windsor, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as an Investment AdvisorAt Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.Key...


  • Windsor, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Skilled Financial ConsultantAre you seeking a transformative opportunity that offers flexibility and the chance to cultivate your own practice? Take charge of your future, achieve personal success, and attain financial freedom. Experience the work-life balance and quality lifestyle you deserve while operating as your own boss.Let's discuss the possibilities....

  • Investment Advisor

    3 days ago


    Windsor, Ontario, Canada Royal Bank of Canada Full time

    As an Investment Advisor at RBC Dominion Securities, you'll help clients reach their goals while building your own career and life. Grow your business with RBC's support and resources. You'll have the freedom to create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners. Key responsibilities: Build and...

  • Investment Advisor

    2 weeks ago


    Windsor, Ontario, Canada Royal Bank of Canada Full time

    Investment Advisor Join RBC Dominion Securities and Grow Your Business, Your Way As an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career with a leading financial institution. About the Role: You will work with high-net-worth individuals,...