Financial Planner
4 weeks ago
As a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Listowel, Arthur and Drayton, ON Markets. 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 and solutions that help clients achieve their long-term financial goals.
Key Responsibilities- Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions.
- Acquire and consolidate existing and new-to-RBC 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.
- 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.
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.
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Financial Planner
1 month ago
Perth County, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners to acquire and consolidate clients and assets, providing world-class advice and solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesProvide...
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Financial Planner
1 month ago
Perth County, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners to acquire and consolidate clients and assets, providing world-class advice and solutions to help clients achieve their long-term financial goals.Key ResponsibilitiesProvide...
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Financial Planner, Investment Specialist
3 weeks ago
Perth County, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Financial Planner, Investment Specialist, you will create custom investment solutions for prospective and existing clients within the Listowel, Arthur and Drayton, ON Markets. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets, providing world-class advice and...
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Financial Planner, Investment Specialist
3 weeks ago
Perth County, Canada Royal Bank of Canada Full timeJob SummaryAs a highly skilled Financial Planner, Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Listowel, Arthur and Drayton, ON Markets. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive...
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Financial Planner
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Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for our clients, providing expert advice and guidance to help them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...
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Financial Planner
1 month ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for our clients, providing expert advice and guidance to help them achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement comprehensive...
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Financial Planner Investment Specialist
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Norfolk County, 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. 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...
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Ponoka County, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will have the opportunity to provide world-class advice and solutions that help clients achieve their long-term financial...
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Ponoka County, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. With the support of internal partners who send client referrals your way, you will have the opportunity to provide world-class advice and solutions that help clients achieve their long-term financial...
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Financial Planner Investment
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Norfolk County, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...
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Financial Planner, Investment
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Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
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Financial Planner, Investment
1 week ago
Municipality Of North Perth, Canada Royal Bank of Canada> Full timeJob Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...
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