Senior Investment and Retirement Advisor

1 week ago


Owen Sound, Canada RBC Full time

We are seeking a seasoned Senior Investment and Retirement Advisor to join our team at RBC. This role presents an exciting opportunity for a motivated individual to create custom investment solutions for prospective and existing clients in the Owen Sound market.

Key Responsibilities
  • Provide tailored financial planning advice and solutions using RBC's 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.

In order to succeed in this role, you will require:

  • A Financial Planning Designation (PFP or CFP or QAFP).
  • A 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.

RBC offers a comprehensive Total Rewards Program, which includes a competitive commission structure, flexible benefits, and pension options. You will also have access to world-class training programs and career development opportunities, as well as the advantage of working with a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.

This role is estimated to have an annual salary of $80,000-$120,000 based on industry standards and location. If you are a driven professional looking for a challenging and rewarding opportunity, we encourage you to apply.



  • Owen Sound, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the OWEN SOUND, ON MARKET (specific location is TBD). Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client...

  • Health Navigator

    2 months ago


    Owen Sound, Canada Seasons Retirement Communities LP Full time

    **Celebrating its 15th anniversary this year, Seasons is a Canadian company that owns and operates 22 retirement communities across Alberta and Ontario. We want our residents to feel proud to call us home and know they are surrounded by people who genuinely care. Since 2021, Seasons has been recognized as one of Canada's Best Managed Companies.** **Our...


  • Owen Sound, Canada Royal Bank of Canada Full time

    Job OpportunityRoyal Bank of Canada is seeking a highly skilled Expert Financial Solutions Advisor to join our team. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Owen Sound market.In this role, you will be responsible for providing world-class advice and solutions...


  • 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 Central Place Retirement Home Full time

    Central Place is a premier seniors community located in Owen Sound, Ontario. We are looking for the right person to manage our Food and Beverage Department. Job duties include but are not limited to: - Supervises production and distribution of food including cooking two days a week in a large kitchen-dining facility. - Participates in development and...


  • Owen Sound, Canada Royal Bank of Canada Full time

    Job TitleFinancial Planning and Investment OpportunitiesAbout the RoleWe are seeking a skilled Financial Planner to join our team in Owen Sound, Ontario. As an RBC Investment and Retirement Planner, you will create custom investment solutions for clients within the region. You will work alongside internal partners to acquire new clients and assets, provide...

  • Dietary Aide

    3 months ago


    Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for Full Time Dietary Aide. This position is for days, evenings, and weekends and offers flexible scheduling. Food preparation Maintaining a clean working environment Ensuring Public Health Standards are maintained Assist with serving meals Assist with dining room...

  • Cook/dietary Aide

    8 months ago


    Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for Part Time Cook / Dietary Aid. This position is for days, evenings, and weekends and offers flexible scheduling. Food preparation Cooking Maintaining a clean working environment Ensuring Public Health Standards are maintained Assist with serving meals Assist...


  • Owen Sound, Canada Owen Sound Retirement Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for a Personal Support Worker / Resident Care Aide. This position for days/evening/night shifts and offer flexible scheduling. Assist with ADLs, including personal hygiene (showering, bathing); incontinence care; dressing and grooming; ambulation, positioning and...


  • Owen Sound, Canada Owen Sound Retirement Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for Full Time Personal Support Worker / Resident Care Aide. This position for day and evening shifts and offer flexible scheduling. Assist with ADLs, including personal hygiene (showering, bathing); incontinence care; dressing and grooming; ambulation, positioning and...

  • Student

    3 months ago


    Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have openings for Part-Time/ Casual Student. **Job Types**: Part-time, Permanent, Casual **Benefits**: - Extended health care - Flexible schedule Flexible language requirement: - French not required Schedule: - Evening shift - Weekends as needed Ability to commute/relocate: -...

  • Rpn

    3 months ago


    Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for a full time RPN to lead a team of caring and dedicated staff providing care to our senior residents. RPN responsibilities include but are not limited to: - Ability to undertake a variety of diverse care tasks - Medication distribution - Recording resident’s...


  • Owen Sound, Canada Kelso Pines Retirement Home Full time

    Kelso Pines is a Retirement Home for Seniors located in Owen Sound. We currently have openings for full time and part time Personal Support Workers and/or Resident Care Aides. These positions are for the night shift and offer flexible scheduling. **We offer very competitive wages with full health benefits.** Assist with ADLs, including personal hygiene...

  • Maintenance Person

    3 months ago


    Owen Sound, Canada Central Place Retirement Home Full time

    Central Place is a Retirement Home for Seniors located in the community of Owen Sound, Ontario. Currently, we have a Full-Time position open for a person to oversee the maintenance of the facility. PART TIME POSITION We are looking for a skilled **Maintenance person **to perform tasks such as repairs and upkeep. You will be responsible for basic repairs to...


  • Owen Sound, Canada Central Place Retirement Home Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have openings for full time and part time Personal Support Workers and Resident Care Aides. These positions are for days/evening/night shifts and offer flexible scheduling. Assist with ADLs, including personal hygiene (showering, bathing); incontinence care; dressing and grooming;...


  • Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for Part Time Casual Front Desk Reception. This position is for days, and weekends. - Answers telephone, greets visitors, and receives routine inquiries in person and by phone, relaying calls and messages to the appropriate service team members - Receives incoming mail...


  • Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for Part Time Personal Support Worker / Resident Care Aide. This position for day, evening, and night shifts and offer flexible scheduling. Assist with ADLs, including personal hygiene (showering, bathing); incontinence care; dressing and grooming; ambulation,...


  • Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have openings for full time and part time Personal Support Workers. These positions are for days/evening/night shifts and offer flexible scheduling. Assist with ADLs, including personal hygiene (showering, bathing); incontinence care; dressing and grooming; ambulation, positioning and...


  • Owen Sound, Canada Central Place Retirement Community Full time

    We are a Retirement Home for Seniors located in Owen Sound. We currently have an opening for Full Time Personal Support Worker / Resident Care Aide. This position for day and evening shifts and offer flexible scheduling. Assist with ADLs, including personal hygiene (showering, bathing); incontinence care; dressing and grooming; ambulation, positioning and...


  • Owen Sound, Canada Sun Life Full time

    Sun Life Financial Advisor RoleAre you looking for a career that offers financial independence and work-life balance? As a Sun Life financial advisor, you will have the opportunity to build your own business and enjoy the rewards of entrepreneurship.Key Responsibilities:Grow your business by prospecting within your network and in your communityMeet with...