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Timmins, Ontario, Canada Royal Bank of Canada Full time**Financial Planning Specialist Opportunity**As a key member of the Royal Bank of Canada's Family Office Services team, you will collaborate with advisors to deliver tailored, comprehensive financial plans to RBC Wealth Management's High Net Worth clients. Your role will involve working closely with clients to understand their financial goals and develop...
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Financial Services Manager
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Financial Services Manager
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Financial Services Manager
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Financial Services Specialist
2 months ago
2789590 Ontario Inc. is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans to meet their needs. You will also supervise staff, analyze clients' financial records, and make recommendations on cash management, insurance coverage, investment planning, retirement, and estate planning. Additionally, you will arrange for the sale of financial products and investments, and assist in the planning and execution of financial statement audits. The ideal candidate will have a college education, 1-2 years of experience, and excellent attention to detail. This is a permanent position with a 40-hour workweek and English language requirements. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.