Financial Planning Specialist

3 weeks ago

Oakville, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the financial services industry. 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 investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

  • 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

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP)
  • 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?

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

RBCFP

Job Skills

Additional Job Details

We are committed to building inclusive teams and 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, clients and communities. We strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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.

At RBC, we are dedicated to enhancing the well-being of our clients and communities. We believe in the importance of diversity, equity, and inclusion in the workplace. We are committed to creating a workplace where everyone feels valued, respected, and empowered to succeed.

What's in it for you?

We offer a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. We also provide a flexible work schedule, innovative mobile technology, and a dynamic, collaborative, and high performing team environment.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Financial Planning Specialist

    4 weeks ago

    Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full time

    Job SummaryNashat Management Services is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our accounting department, you will be responsible for providing expert financial planning and advisory services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsManage and...

  • Financial Planning Specialist

    4 weeks ago

    Oakville, Ontario, Canada NASHAT MANAGEMENT SERVICES Full time

    Job DescriptionNashat Management Services is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our accounting and financial services department, you will be responsible for providing expert advice and guidance to clients on all aspects of financial planning and management.Key ResponsibilitiesDevelop and implement...

  • Financial Planning Specialist

    4 weeks ago

    Oakville, Ontario, Canada Khushwant Singh Personal Real Estate Corporation Full time

    Job Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Grow More. The successful candidate will be responsible for preparing cheques for payroll, calculating fixed assets and depreciation, and maintaining general ledgers and financial statements.Key Responsibilities:Calculate and prepare cheques for payrollCalculate...

  • Financial Planning and Control Specialist

    4 weeks ago

    Oakville, Ontario, Canada Gutmann North America Full time

    Job Title: Financial Planning and Control SpecialistAbout the Role:We are seeking a highly skilled Financial Planning and Control Specialist to join our team at Gutmann North America. As a key member of our finance department, you will be responsible for identifying and investigating compliance issues, planning and controlling budget and expenditures, and...

  • Financial Planning and Control Specialist

    4 weeks ago

    Oakville, Ontario, Canada Gutmann North America Full time

    Job Title: Financial Planning and Control SpecialistAbout the Role:Gutmann North America is seeking a highly skilled Financial Planning and Control Specialist to join our team. As a key member of our finance department, you will be responsible for identifying and investigating compliance issues, planning and controlling budget and expenditures, and...

  • Financial Planning and Control Specialist

    3 weeks ago

    Oakville, Ontario, Canada Gutmann North America Full time

    Job SummaryGutmann North America is seeking a highly skilled Financial Planning and Control Specialist to join our team. The successful candidate will be responsible for identifying and investigating compliance issues, planning and controlling budget and expenditures, and establishing and implementing policies and procedures.Key ResponsibilitiesFinancial...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Oakville, Ontario, Canada Liberty Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Liberty Utilities. As a key member of our finance department, you will play a critical role in providing financial insights and analysis to support strategic decision-making.Key ResponsibilitiesDevelop and maintain financial models, budgets, and...

  • Financial Insurance Specialist

    3 weeks ago

    Oakville, Ontario, Canada Serenia Life Financial Full time

    Unlock Your Potential as a Financial Insurance SpecialistSerenia Life Financial is seeking an experienced Financial Insurance Specialist to join our team. As a Financial Insurance Specialist, you will be responsible for identifying new client opportunities, understanding their financial needs, and recommending tailored solutions.Key Responsibilities:Business...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Oakville, Ontario, Canada Liberty Full time

    At Liberty, we're looking for a talented Financial Planning and Analysis Specialist to join our team.Purpose The Financial Planning and Analysis Specialist will play a key role in the financial consolidation, budgeting, forecasting, and reporting for Liberty Utilities. This position provides essential insights to support strategic decision-making, financial...

  • Senior Financial Planning and Analysis Specialist

    2 days ago

    Oakville, Ontario, Canada Liberty Full time

    Job OverviewWe are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team at Liberty. As a key member of our finance department, you will play a crucial role in providing financial insights and analysis to support business decision-making.About the RoleThe ideal candidate will have a strong background in financial planning...

  • Financial Planning Business Development Specialist

    4 days ago

    Oakville, Ontario, Canada Eric Gruscyk - Desjardins Insurance Agent Full time

    Company OverviewWe are a dynamic and innovative agency seeking a highly motivated professional to join our team as a Financial Planning Business Development Specialist.Estimated Salary$60,000 - $80,000 per year, based on experience and performance.Job DescriptionWe are looking for a talented individual who can develop leads, schedule appointments, and...

  • Financial Planning Specialist

    4 weeks ago

    Oakville, Ontario, Canada Oldcastle APG Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to lead our Financial Planning and Analysis team. As a Manager of Financial Planning and Analysis, you will be responsible for overseeing the development and implementation of financial models, budgeting, and forecasting processes. This role will report to the Vice President of Finance and...

  • Senior Financial Planning Associate

    4 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're seeking a skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...

  • Senior Financial Planning Specialist

    2 weeks ago

    Oakville, Ontario, Canada QY Search & Advisory Full time

    Job Summary:We are seeking a skilled Senior Accountant to join our team in Oakville. As a Senior Accountant, you will oversee a diverse portfolio of Canadian-Controlled Private Corporations (CCPCs), providing expert tax compliance and financial planning services.About the Role:In this position, you will manage tax compliance, conduct compilation engagements,...

  • ScotiaMcLeod Senior Financial Planning Associate

    2 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    Role Summary:The ScotiaMcLeod Senior Financial Planning Associate is responsible for providing financial planning services that are closely integrated with wealth management. The role supports the Wealth Advisor team in creating and developing comprehensive wealth strategies for clients, including the preparation and delivery of personal financial plans....

  • Senior Financial Planning Associate

    4 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're seeking a highly skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing...

  • Senior Financial Planning Associate

    4 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Senior Financial Planning Associate at ScotiaMcLeod, you will play a key role in providing financial planning that is closely integrated with wealth management. You will support the Wealth Advisor team in laying the groundwork for creating and developing a comprehensive wealth strategy for clients, including the preparation and delivery of...

  • Senior Financial Planning Associate

    3 weeks ago

    Oakville, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're seeking a skilled Senior Financial Planning Associate to join our team. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their...

  • Investment Specialist

    2 weeks ago

    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial Planner, InvestmentJob SummaryAs 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, using your creativity and motivation to provide world-class advice and solutions that help clients...

  • Senior Financial Planning Associate

    1 week ago

    Oakville, Ontario, Canada Scotiabank Full time

    Role Overview:The Senior Financial Planning Associate at ScotiaMcLeod is responsible for providing comprehensive financial planning services to clients while working closely with Wealth Advisors. This role entails developing and executing financial plans, identifying growth opportunities, and contributing to the Advisor's business development.Key...