Financial Sales Professional, Investment Solutions
5 days ago
Royal Bank of Canada is a leading financial institution seeking an experienced Financial Sales Professional to join its team. This exciting opportunity involves creating custom investment solutions for clients in the Greater Hamilton market.
Estimated Salary$80,000 - $120,000 per year, commission-based, depending on experience and performance.
Job DescriptionThis role requires a self-motivated individual with strong networking skills to acquire and consolidate existing and new-to-RBC clients and assets. As an RBC Financial Sales Professional, you will be responsible for providing tailor-made financial planning advice and solutions, connecting clients with the right RBC team members, and developing external business referral sources.
Key Responsibilities- Provide world-class advice and solutions using RBC's array of investment and portfolio solutions.
- Acquire and consolidate existing and new-to-RBC clients and assets.
- Connect clients with the right RBC team members to meet their needs.
- Develop external business referral sources through networking, marketing, and centers of influence.
- 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.
Royal Bank of Canada offers a comprehensive Total Rewards Program, including a competitive commission structure, pension options, world-class training programs, and career development opportunities. Enjoy a dynamic, collaborative work environment where initiative and hard work are recognized and rewarded.
-
Senior Investment Professional
1 week ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a talented Senior Investment Professional to join our team. As an investment specialist, you will be responsible for identifying clients' financial goals and objectives.Job DescriptionAnalyze clients' financial records to understand their current financial situation and provide recommendations on cash management,...
-
Financial Planner
4 weeks ago
Hamilton, Ontario, Canada Scotiabank Full timeRole 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 primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...
-
Professional Investment Advisor
1 week ago
Hamilton, Ontario, Canada Royal Bank of Canada> Full timeJob OverviewWe are seeking an experienced and results-driven Professional Investment Advisor to join our team at Royal Bank of Canada in Hamilton, Ontario.The ideal candidate will have a strong background in financial planning, investment sales, and client relationship management.Salary InformationEstimated salary range for this role is $70,000 - $120,000...
-
Financial Services Professional
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a skilled Financial Services Professional to join our team. As an Investment Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesIdentify clients' financial...
-
Financial Services Professional
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeTianxin Financial Services Corp is seeking a skilled Financial Services Professional to join our team. The ideal candidate will have a Bachelor's degree and 1 year to less than 2 years of experience in the financial industry. Key responsibilities include:Key ResponsibilitiesIdentify clients' financial goals and objectivesAnalyze clients' financial...
-
Financial Planner, Investment Specialist
4 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the financial services industry. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
-
Financial Services Professional
4 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionAs a Financial Services Professional at Royal Bank of Canada, you will be responsible for communicating with clients to understand their needs and providing expert advice to help them achieve their financial goals. You will work closely with market-leading professionals in financial planning, retirement planning, and business banking to...
-
Financial Services Operations Lead
1 week ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob DescriptionWe are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc.About the RoleThe ideal candidate will have experience in loan processing, financial analysis, and customer service. They will be responsible for approving or rejecting loan applications, assisting clients with their...
-
Financial Services Professional
4 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a skilled Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The ideal candidate will have a strong background in financial sales and service, with excellent communication and interpersonal skills.Key ResponsibilitiesApprove or reject loan applications, or recommend applications for approval or...
-
Financial Planning Expert
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeJob SummaryTianxin Financial Services Corp is seeking a skilled Financial Planning Expert to join our team. As a key member of our wealth management team, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesDevelop and implement...
-
Financial Planning Expert
4 weeks ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeWe are seeking a skilled Financial Planning Expert to join our team at Tianxin Financial Services Corp. The ideal candidate will have a strong background in education and experience in financial planning, with a focus on identifying clients' financial goals and objectives.The successful candidate will have a Bachelor's degree or equivalent experience, and...
-
Financial Services Officer
1 month ago
Hamilton, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full timeRole SummaryDUCA Financial Services Credit Union Ltd. is seeking a highly skilled and motivated Financial Services Officer to join our dynamic Hamilton branch. As a key member of our team, you will play a vital role in helping our members achieve their financial goals and improve their overall well-being.Key ResponsibilitiesEstablish and maintain strong...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Summary: We are seeking a highly skilled Financial Sales and Service Supervisor to join our team at Infinity Wealth Solutions Inc. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan...
-
Investment Advisor
1 month ago
Hamilton, Ontario, Canada RBC Dominion Securities Inc. Full timeGrow Your Business with RBCRBC Dominion Securities is seeking a talented Investment Advisor to join our team. As a key member of our wealth management team, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Build and maintain strong relationships with high-net-worth individuals, families, and business...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeAt Infinity Wealth Solutions Inc., we are seeking a highly skilled Financial Services Manager to join our team. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and completing credit and loan documentation.Key Responsibilities:Approve or reject loan applications based on...
-
RBC Financial Services Professional
2 weeks ago
Hamilton, Ontario, Canada Royal Bank of Canada Full timeFinancial Advisor Role OverviewWe are currently seeking a highly skilled and motivated Financial Advisor to join our team at Royal Bank of Canada. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and succeed in their personal and business endeavors.Key...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob SummaryWe are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and researching loan applicants' financial status.Key ResponsibilitiesApprove or reject loan...
-
Financial Services Manager
4 weeks ago
Hamilton, Ontario, Canada Infinity Wealth Solutions Inc. Full timeJob Title: Financial Services ManagerJob Summary: We are seeking a highly skilled Financial Services Manager to join our team at Infinity Wealth Solutions Inc. The successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and researching loan applicants' financial status.Key...
-
Senior Financial Planning Advisor
5 days ago
Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout Tianxin Financial Services CorpWe are a reputable financial services corporation dedicated to providing exceptional investment solutions to our clients.Job Title: Senior Financial Planning AdvisorSalary:$70,000 - $100,000 per yearJob DescriptionCompany OverviewTianxin Financial Services Corp is a leading provider of investment services. Our team of...