Senior Financial Advisor
6 days ago
About the Opportunity
This role at Royal Bank of Canada is perfect for individuals looking to develop relationships and create custom investment solutions for clients within the Milton area.
As a key member of our team, you will be responsible for providing world-class advice and solutions to help clients achieve their long-term goals.
- Provide tailored financial planning advice and solutions using our array of investment and portfolio solutions.
- Aquire 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 and marketing.
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
What's in it for You?
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, and progressive team
- A world-class training program in financial services
- Flexible work/life balance options
At RBC, We Value Diversity and Inclusion
We strive to create an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent and clients.
-
Senior Financial Analyst
4 weeks ago
Milton, Ontario, Canada financial-advisor Full timeSenior Financial Analyst Job DescriptionOur client is seeking a highly skilled Senior Financial Analyst to join their team on a 6-month contract. The ideal candidate will be responsible for ensuring the accuracy and compliance of financial data, as well as providing analytical support to program managers and directors.Key Responsibilities:Perform monthly...
-
Senior Financial Analyst
4 weeks ago
Milton, Ontario, Canada financial-advisor Full timeSenior Financial Analyst Job DescriptionOur client is seeking a highly skilled Senior Financial Analyst to join their team on a 6-month contract. The ideal candidate will be responsible for ensuring the accuracy and compliance of financial data, as well as providing analytical support to program managers and directors.Key Responsibilities:Perform monthly...
-
Senior Financial Analyst
3 weeks ago
Milton, Ontario, Canada financial-advisor Full timeOur client is seeking a Senior Financial Analyst for a 6-month contract. The successful candidate will be responsible for monthly reconciliations and monitoring of grant funding expenditure for compliance with the agreement. They will also prepare analysis of key accounts and monitor against the budget. Additionally, they will assist program...
-
Senior Financial Analyst
4 weeks ago
Milton, Ontario, Canada financial-advisor Full timeAbout the RoleWe are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for developing financial models to evaluate the impact of potential business decisions.Key ResponsibilitiesDevelop financial models to evaluate the impact of potential business...
-
Senior Financial Analyst
4 weeks ago
Milton, Ontario, Canada financial-advisor Full timeAbout the RoleWe are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for developing financial models to evaluate the impact of potential business decisions.Key ResponsibilitiesDevelop financial models to evaluate the impact of potential business...
-
Senior Financial Advisor
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to discovering customer needs and providing expert...
-
Senior Financial Advisor
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will play a key role in helping our customers achieve their financial goals and build a brighter future.Key ResponsibilitiesTake a proactive approach to discovering customer needs and providing expert...
-
Financial Analysis Manager
1 month ago
Milton, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analysis Manager to join our team. As a key member of our financial team, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key ResponsibilitiesReview and update monthly...
-
Financial Analysis Manager
1 month ago
Milton, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analysis Manager to join our team. As a key member of our financial team, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key ResponsibilitiesReview and update monthly...
-
Senior Financial Advisor
2 months ago
Milton, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers, understanding their financial needs, and...
-
Senior Financial Advisor
2 months ago
Milton, Ontario, Canada Scotiabank Full time{"h1": "Senior Financial Advisor Role at Scotiabank", "p": "At Scotiabank, we help our customers achieve their financial goals through a comprehensive approach to financial planning and wealth management. As a Senior Financial Advisor, you will play a key role in building strong relationships with our customers, understanding their financial needs, and...
-
Financial Analysis and Reporting Manager
3 weeks ago
Milton, Ontario, Canada financial-advisor Full timeAbout the OpportunityWe are seeking a highly skilled Financial Analysis and Reporting Manager to join our team. As a key member of our financial team, you will be responsible for reviewing and updating monthly financial packages for reporting to stakeholders, including commentary on financial performance for the period.Key ResponsibilitiesReview and update...
-
Senior Financial Advisor
3 weeks ago
Milton, Ontario, Canada Scotiabank Full timeAbout the Role:As a Senior Financial Advisor at Scotiabank, you will play a key role in helping clients achieve their financial goals. With a focus on delivering exceptional customer service, you will work closely with clients to understand their financial needs and develop tailored solutions to meet those needs.Key Responsibilities:Conduct thorough...
-
Senior Financial Advisor
4 weeks ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong,...
-
Senior Financial Advisor
4 weeks ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWhat You'll Be Doing...As a Senior Financial Advisor at Scotiabank, you will be responsible for providing exceptional service to our customers by taking a proactive approach to discovering their needs, listening to understand what they are asking for, and educating them on relevant insights and expert advice. You will build strong,...
-
Senior Financial Advisor Role
3 weeks ago
Milton, Ontario, Canada Scotiabank Full timeAbout the PositionAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. This is a unique opportunity to work with a collaborative team of innovative thinkers and make a meaningful impact in our communities.Key ResponsibilitiesDevelop and implement comprehensive financial plans for our...
-
Senior Financial Consultant
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank.Key ResponsibilitiesProvide expert financial guidance to clients to help them achieve their financial goals.Develop and implement comprehensive financial plans to meet the needs of clients.Stay up-to-date with market trends and regulatory changes to ensure...
-
Senior Financial Consultant
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank.Key Responsibilities:Provide expert financial guidance to clients to help them achieve their financial goals.Develop and implement comprehensive financial plans to meet the needs of clients.Stay up-to-date with market trends and regulatory changes to ensure...
-
Senior Financial Consultant
1 month ago
Milton, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Scotiabank.Key Responsibilities:Provide expert financial guidance to clients to help them achieve their financial goals.Develop and implement comprehensive financial plans to meet the needs of clients.Stay up-to-date with market trends and regulatory changes to ensure...
-
Experienced Financial Services Professional
3 weeks ago
Milton, Ontario, Canada Desjardins Financial Security Independent Network - ON Central Full timeJob Title: Experienced Financial AdvisorWe are seeking a seasoned Financial Advisor to join our dynamic team at Desjardins Financial Security Independent Network - ON Central.About the Role:As a Financial Advisor, you will play a pivotal role in helping our clients navigate the complexities of wealth management, investment planning, retirement planning, and...