Financial Planner

5 days ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time
Job Title: Financial Planner

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

Key Responsibilities:
  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requirements:
  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning within a financial institution
  • Strong investment and credit experience/knowledge
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
What We Offer:
  • 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

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 Planner

    6 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...

  • Financial Planner

    6 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at the Bank of Montreal. As a Financial Planner, you will play a key role in providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Engagement: Proactively...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at the Bank of Montreal. As a Financial Planner, you will play a key role in providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesCustomer Engagement: Proactively...

  • Financial Planner

    1 day ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesProactively engage with new and existing customers to...

  • Financial Planner

    1 day ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesProactively engage with new and existing customers to...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner 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 providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner 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 providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    6 days ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...

  • Financial Planner

    6 days ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...

  • Financial Planner

    5 days ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market.Key ResponsibilitiesProvide tailored financial planning advice and...

  • Financial Planner

    5 days ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market.Key ResponsibilitiesProvide tailored financial planning advice and...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, determining their needs, and providing solutions through the sales of managed products and services.Key ResponsibilitiesProactively engage with new...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, determining their needs, and providing solutions through the sales of managed products and services.Key ResponsibilitiesProactively engage with new...

  • Certified Financial Planner Professional

    9 hours ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    Job SummaryWe are seeking a skilled Certified Financial Planner professional to join our Client Advisory Services Team in Niagara/Hamilton. As a key member of our team, you will be responsible for delivering exceptional client experiences within the education community.About the RoleThis is an exciting opportunity to work with Educators Financial Group, a...

  • Certified Financial Planner Professional

    5 hours ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    Job SummaryWe are seeking a skilled Certified Financial Planner professional to join our Client Advisory Services Team in Niagara/Hamilton. As a key member of our team, you will be responsible for delivering exceptional client experiences within the education community.About the RoleThis is an exciting opportunity to work with Educators Financial Group, a...

  • Financial Planner

    1 week ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner 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 focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...

  • Financial Planner

    7 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner 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 focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...

  • Experienced Financial Advisor/Planner

    11 hours ago

    Hamilton, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network South Western Ontario, we offer a unique opportunity to work as your own boss, with the support of a dynamic and entrepreneurial team.As a financial advisor with...

  • Experienced Financial Advisor/Planner

    1 day ago

    Hamilton, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    Unlock Your Potential as a Financial AdvisorAre you ready to take control of your career and build a successful practice as a financial advisor? At Desjardins Financial Security Independent Network South Western Ontario, we offer a unique opportunity to work as your own boss, with the support of a dynamic and entrepreneurial team.As a financial advisor with...