Current jobs related to Financial Planner, Investment and Retirement Solutions Specialist - Peterborough, Ontario - Royal Bank of Canada

  • Financial Planner, Investment and Retirement Solutions Specialist

    3 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a highly skilled Financial Planner, you will create custom investment solutions for prospective and existing clients of the Royal Bank of Canada. You will work closely with internal partners to acquire and consolidate clients and assets, providing tailored financial planning advice and solutions to help clients achieve their long-term financial...

  • Financial Planner and Investment Specialist

    3 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a highly skilled Financial Planner and Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. 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...

  • Financial Planner and Investment Specialist

    3 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a highly skilled Financial Planner and Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. 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...

  • Financial Planner

    3 weeks ago

    Peterborough, Ontario, Canada Baker Tilly Full time

    Job DescriptionBaker Tilly KDN is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans. You will focus on building robust long-lasting relationships and foster strategic partnerships with the...

  • Financial Planner

    4 weeks ago

    Peterborough, Ontario, Canada Baker Tilly Full time

    About the RoleBaker Tilly KDN is seeking a skilled Financial Planner to join our team of professionals. As a Financial Planner, you will play a vital role in assisting our valued clients and/or their businesses with their financial goals and objectives.Key ResponsibilitiesMeet and develop relationships with clients to understand their situationOffer support...

  • Financial Planner

    4 weeks ago

    Peterborough, Ontario, Canada Baker Tilly Full time

    About the RoleBaker Tilly KDN is seeking a skilled Financial Planner to join our team of professionals. As a Financial Planner, you will play a vital role in assisting our valued clients and/or their businesses with their financial goals and objectives.Key ResponsibilitiesMeet and develop relationships with clients to understand their situationOffer support...

  • Financial Planner, Investment Retirement Planning

    2 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob Description:Create custom investment solutions for RBC clients, using internal referrals and own prospecting.Key Responsibilities:Provide tailored financial planning advice and solutions using RBC's investment and portfolio solutionsAcquire and consolidate existing and new clients and assetsConnect clients with RBC team members to meet their...

  • Financial Planner

    4 weeks ago

    Peterborough, 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. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner

    4 weeks ago

    Peterborough, 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. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner

    4 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a seasoned Financial Planner, you will create custom investment solutions for prospective and existing clients of the Royal Bank of Canada. You will work closely with internal partners to acquire and consolidate existing and new clients and assets, providing tailored financial planning advice and solutions using the bank's unparalleled array of...

  • Financial Planner

    4 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a seasoned Financial Planner, you will create custom investment solutions for prospective and existing clients of the Royal Bank of Canada. You will work closely with internal partners to acquire and consolidate existing and new clients and assets, providing tailored financial planning advice and solutions using the bank's unparalleled array of...

  • Personal Financial Strategist

    2 months ago

    Peterborough, Ontario, Canada Baker Tilly Full time

    About the RoleBaker Tilly is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans.Key ResponsibilitiesMeet and develop relationships with clients to understand their situationOffer support and...

  • Personal Financial Strategist

    2 months ago

    Peterborough, Ontario, Canada Baker Tilly Full time

    About the RoleBaker Tilly is seeking a skilled Financial Planner to provide expert guidance to our diverse clientele. As a trusted advisor, you will oversee our clients' financial resources while skillfully tailoring sound, long-term financial plans.Key ResponsibilitiesMeet and develop relationships with clients to understand their situationOffer support and...

  • Senior Wealth Manager

    2 weeks ago

    Peterborough, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Private Banker to join our team at The Toronto-Dominion Bank (Canada). As a Senior Private Banker, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals and families.Key ResponsibilitiesProactively consult with...

  • Senior Private Banker

    2 weeks ago

    Peterborough, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Senior Private Banker to join our team at The Toronto-Dominion Bank (Canada). As a Senior Private Banker, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals and families.Key ResponsibilitiesProactively consult with in-branch leaders to...

  • Senior Private Banker

    2 weeks ago

    Peterborough, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Senior Private Banker to join our team at The Toronto-Dominion Bank (Canada). As a Senior Private Banker, you will be responsible for providing exceptional customer service and building strong relationships with high net worth clients.Key ResponsibilitiesProactively consult with in-branch leaders to develop a...

  • Financial Planning Specialist

    2 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. 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...

  • Financial Planning Specialist

    2 weeks ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. 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...

  • Senior Private Banker

    2 weeks ago

    Peterborough, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Private Banker to join our team at The Toronto-Dominion Bank (Canada). As a Senior Private Banker, you will be responsible for providing exceptional customer service and building strong relationships with high net worth clients.Key ResponsibilitiesProactively consult with in-branch leaders...

  • Financial Services Associate

    4 weeks ago

    Peterborough, Ontario, Canada Canadian Imperial Bank of Commerce Full time

    Job Title: Associate Financial Services SpecialistWe are seeking a highly motivated and customer-focused Associate Financial Services Specialist to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Personal and Business Banking team, you will play a critical role in delivering exceptional client experiences and driving business...

Financial Planner, Investment and Retirement Solutions Specialist

2 months ago

Peterborough, 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. 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.

The successful candidate must be reasonably mobile across various markets.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions, including proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new clients and assets
  • 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 (QAFP, PFP or CFP)
  • 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

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details