Financial Planning Specialist

2 weeks ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time

Opportunity Overview

As a key member of our team, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market. You will be fully supported by internal partners who send client referrals your way, allowing you to focus on providing 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.
  • 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.

Requirements

  • 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?

  • 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.

About RBC

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.

  • Financial Planning Specialist

    3 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Tianxin Financial Services Corp. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry.The Financial Planning Specialist will be responsible for identifying clients' financial goals and objectives, analyzing their financial records,...

  • Financial Planning Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Cowan Insurance Group Full time

    Cowan Insurance Group is seeking a highly skilled Financial Planning Specialist to play a key role in our wealth management team. As a Financial Planning Specialist, you will be responsible for developing and maintaining strong relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs. You will work...

  • Financial Planning Advisor

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Financial Planning AdvisorTianxin Financial Services Corp is seeking a skilled Financial Planning Advisor to join our team. As a Financial Planning Advisor, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key Responsibilities:Identify clients'...

  • Financial Planning Expert

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    We 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 Planning Expert

    3 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    At Tianxin Financial Services Corp, we are seeking a skilled Financial Planning Expert to join our team. 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. Key responsibilities include analyzing clients' financial records, developing...

  • Financial Planning Expert

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Job 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 Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Scotiabank Full time

    As 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 priority will be providing investment and financial planning advice to help clients meet their unique goals.Following a comprehensive financial planning framework, you will be...

  • Financial Services Professional

    2 months ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Tianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing personalized financial plans. The...

  • Financial Services Professional

    2 months ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Tianxin Financial Services Corp is seeking a skilled Investment Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in the financial industry. Key responsibilities include identifying clients' financial goals and objectives, analyzing financial records, and developing personalized financial plans. The...

  • Financial Planning Specialist

    3 weeks ago

    Hamilton, Ontario, Canada Mohawk College Full time

    Financial Planning AnalystWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to support strategic...

  • Financial Planning Specialist

    3 weeks ago

    Hamilton, Ontario, Canada Mohawk College Full time

    Financial Planning AnalystWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to support strategic...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Mohawk College Full time

    Financial Planning Analyst OpportunityWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to inform...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Mohawk College Full time

    Financial Planning Analyst OpportunityWe are seeking a highly skilled Financial Planning Analyst to join our team at Mohawk College. As a key member of our finance department, you will play a critical role in supporting the college's financial planning and analysis functions.Key Responsibilities:Develop and maintain financial models and forecasts to inform...

  • Financial Planning Specialist

    2 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Services Professional

    2 weeks ago

    Hamilton, Ontario, Canada Tianxin Financial Services Corp Full time

    Job 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 Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Hamilton-Wentworth Catholic District School Board Full time

    Career OpportunityTemporary Contract with Undetermined LengthPosted: Internal/External Date of Appointment: As soon as possibleReporting to: Controller of Business ServicesThis position is an integral member of the Business Services team, responsible for providing financial support and analysis to the Controller and other stakeholders.Key...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Hamilton-Wentworth Catholic District School Board Full time

    Career OpportunityTemporary Contract with Undetermined LengthPosted: Internal/External Date of Appointment: As soon as possibleReporting to: Controller of Business ServicesThis position is an integral member of the Business Services team, responsible for providing financial support and analysis to the Controller and other stakeholders.Key...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Hamilton-Wentworth Catholic District School Board Full time

    Career OpportunityTemporary Contract with Undetermined LengthPosted: Internal/External Date of Appointment: As soon as possibleReporting to: Controller of Business ServicesThis position is an integral member of the Business Services team, responsible for providing financial support and analysis to the Controller of Business Services.Key...

  • Financial Planning Specialist

    4 weeks ago

    Hamilton, Ontario, Canada Hamilton-Wentworth Catholic District School Board Full time

    Career OpportunityTemporary Contract with Undetermined LengthPosted: Internal/External Date of Appointment: As soon as possibleReporting to: Controller of Business ServicesThis position is an integral member of the Business Services team, responsible for providing financial support and analysis to the Controller of Business Services.Key...

  • Financial Planning Specialist

    2 weeks ago

    Hamilton, Ontario, Canada RBC Full time

    Job SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients. 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 advice and solutions that help...