Senior Investment Specialist

2 weeks ago


Owen Sound, Canada Royal Bank of Canada Full time
Financial Planning Opportunity

As an RBC Investment and Retirement Planner, you will create custom investment solutions for clients within a specific market. You will work with internal partners to identify client referrals and utilize your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions.

Key Responsibilities:
  • Provide tailored financial planning advice and solutions using RBC's 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 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
  • Mobility within the specified market

What's in it for you?
At RBC, we offer a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. You will work with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.

  • Owen Sound, Canada McSound Investments Inc. Full time

    We are seeking a highly skilled Senior Culinary Specialist to join our team at McSound Investments Inc. The ideal candidate will have a strong background in culinary arts and excellent leadership skills.Key ResponsibilitiesPrepare and cook special meals for patients as instructed by dietitian or chefInspect kitchens and food service areas to ensure high...


  • Owen Sound, Canada McSound Investments Inc. Full time

    About the Role:We are seeking a highly skilled and experienced Senior Culinary Specialist to join our team at McSound Investments Inc. as an Executive Chef Assistant. In this role, you will be responsible for preparing and cooking special meals for patients as instructed by our dietitian or chef.Key Responsibilities:Prepare and cook special meals for...


  • OWEN SOUND, Canada Royal Bank of Canada Full time

    Job SummaryAs a Financial Planning Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Owen Sound market. 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...


  • Owen Sound, Canada Royal Bank of Canada Full time

    Job Opportunity OverviewAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within a specific market. 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...

  • Health Navigator

    4 weeks ago


    Owen Sound, Canada Seasons Retirement Communities LP Full time

    Senior Care Specialist OpportunityAt Seasons Retirement Communities LP, we're dedicated to providing exceptional care and services to our residents. As a Senior Care Specialist, you'll play a vital role in ensuring our residents receive the highest level of care and support.Key Responsibilities:- Assess, plan, and evaluate individualized care for residents...

  • Culinary Specialist

    3 weeks ago


    Owen Sound, Canada McSound Investments Inc. Full time

    Culinary Specialist - McSound Investments Inc.We are seeking a skilled Culinary Specialist to join our team at McSound Investments Inc. The ideal candidate will have experience in preparing and cooking special meals for patients as instructed by a dietitian or chef.Key Responsibilities:Prepare and cook special meals for patients as instructed by dietitian or...


  • Owen Sound, Canada UPS Full time

    About UPSUPS is the world's largest package delivery company and a provider of supply chain management solutions. We strive to provide exceptional customer service through efficiency and dedication.Salary Information:$17.30 per hour for qualified candidatesUnion Collective Agreement: $35.78 per hour after seniority plus 48 months of serviceJob DescriptionWe...

  • Culinary Specialist

    4 weeks ago


    Owen Sound, Canada McSound Investments Inc. Full time

    Culinary SpecialistWe are seeking a skilled Culinary Specialist to join our team at McSound Investments Inc. The ideal candidate will have experience in preparing and cooking special meals for patients as instructed by a dietitian or chef.Key Responsibilities:Prepare and cook special meals for patients as instructed by a dietitian or chefInspect kitchens and...


  • Owen Sound, Canada brightshores Full time

    Job Summary:The Senior Surgical Care Specialist will be responsible for the promotion of health and the assessment of, the provision of care of, and the treatment of health conditions by supportive, preventative, therapeutic, palliative and rehabilitative means to surgical patients in order to attain or maintain optimal function.Key Responsibilities:Assess...


  • Owen Sound, Canada Meridian Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team as a Member Experience Specialist. As a key member of our retail banking practice, you will be responsible for providing exceptional financial guidance and advice to our members, helping them achieve their best life.Company OverviewMeridian is Ontario's largest credit union, with over...


  • OWEN SOUND, Canada Royal Bank of Canada Full time

    Job Summary Job Description As a Financial Planning 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 world-class...

  • Culinary Specialist

    4 weeks ago


    Owen Sound, Canada McSound Investments Inc. Full time

    About the Role:We are seeking a highly skilled Culinary Specialist to join our team at McSound Investments Inc. The ideal candidate will have a strong background in cooking and kitchen management, with the ability to lead a team and maintain a clean and safe working environment.Key Responsibilities:Prepare and cook special meals for patients as instructed by...


  • Owen Sound, Canada brightshores Full time

    We are seeking a skilled Echocardiography Technologist Specialist to join our team at Brightshores. This is a challenging and rewarding role that requires strong technical skills, excellent communication abilities, and a commitment to patient safety.


  • Owen Sound, Canada Fire Safety and Protection Full time

    About Fire Safety and ProtectionAt Fire Safety and Protection, our mission is to safeguard communities by installing, inspecting, and maintaining fire alarm, sprinkler, and safety systems. Our team members are integral to this mission, reflecting our commitment to safety and excellence.Salary and BenefitsWe offer a competitive salary range of $60,000 -...


  • Owen Sound, 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 within the Owen Sound market. Alongside your own prospecting and networking activity, you will be fully supported by internal partners who send client referrals your way. Your...


  • Owen Sound, Canada BDO Full time

    Putting People FirstBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...


  • Owen Sound, Canada BDO Full time

    BDO's Assurance Team is seeking a Senior Accountant to join our Collingwood offices.About the RoleWe are looking for an experienced audit professional to handle audit tasks independently or within a team environment, prepare year-end engagements and tax returns, and perform audits on various organizations.Your ResponsibilitiesEffectively and efficiently...


  • Owen Sound, Canada BDO Full time

    Empowering Excellence in AssuranceBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional...


  • Owen Sound, Canada BDO Full time

    Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...

  • Executive Chef

    4 weeks ago


    Owen Sound, Canada Ontario Inc Full time

    Job Title: Senior Culinary SpecialistJob Summary: We are seeking a highly skilled Senior Culinary Specialist to join our team at Ontario Inc. As a key member of our culinary team, you will be responsible for preparing and cooking complete meals or individual dishes and foods.Responsibilities:Prepare and cook complete meals or individual dishes and...