Financial Planner, Investment and Retirement Planning
1 month ago
We are seeking a highly motivated and experienced Financial Planner, Investment and Retirement Planning to join our team. As a Financial Planner, you will be responsible for developing and implementing customized financial plans for our clients, helping them achieve their long-term financial goals. You will work closely with our clients to understand their financial needs and provide expert advice on investment and retirement planning strategies.
Key Responsibilities- Develop and implement customized financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Provide expert advice on investment and retirement planning strategies, including asset allocation, portfolio management, and retirement income planning.
- Work closely with clients to understand their financial needs and provide ongoing support and guidance.
- Stay up-to-date with market trends and regulatory changes, and communicate this information to clients.
- Collaborate with internal partners to ensure seamless delivery of financial planning services to clients.
- Minimum 2 years of experience in financial planning, with a focus on investment and retirement planning.
- Financial Planning Designation (IPF) or equivalent.
- Mutual Funds License (IFIC or CSC).
- Excellent communication and interpersonal skills, with the ability to work with clients at all levels.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
- Full-time RBC employee status with unlimited earning potential and full benefits.
- Work with a dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services.
- Flexible work/life balance options.
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and 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 hunger to drive new investment sales. With...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and 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 hunger to drive new investment sales. With...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Financial Planner/Investment Specialist
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Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRequisition ID: 209431At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth...
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Financial Planner/Investment Specialist
2 weeks ago
Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRequisition ID: 209431At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth...
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Financial Planner/Investment Specialist
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Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeJob SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities...
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Financial Planning and Investment Specialist
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Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRole SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal will be to provide investment and financial planning advice to help clients meet their unique goals.Key...
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Financial Planning and Investment Specialist
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Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeRole OverviewAs a Financial Planner/Investment Specialist at Scotiabank, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate...
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Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
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Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
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Financial Planner
1 month ago
Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
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Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
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Senior Investment Specialist
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Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...
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Senior Investment Specialist
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Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Investment & Personal Banking Specialist to join our Canadian Banking Branch network. As a key member of our team, you will be responsible for providing exceptional service to our customers throughout their financial journey.Key ResponsibilitiesDevelop and maintain strong relationships with customers to...
