Senior Investment and Retirement Planning Professional
4 weeks ago
Opportunity Overview
As an RBC Investment and Retirement Planner, you will develop relationships with 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 be key in providing world-class advice and solutions that help clients achieve their long-term goals.
Key Responsibilities
- Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio 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 centers of influence.
Requirements
- 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
What's in it for you?
- 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
About RBC
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.
-
Senior Financial Planning Analyst
1 day ago
Vaughan, Ontario, Canada Black and McDonald Full timeWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Black and McDonald.Job Description:As a Senior Financial Planning Analyst, you will be responsible for evaluating financial risk, collecting and analyzing financial and investment information, and preparing company, industry, and economic outlooks. You will also provide...
-
Vaughan, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe 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 develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...
-
Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAs a highly skilled RBC Investment and Retirement Planner, you will develop strong relationships with clients and create customized investment solutions to help them achieve their long-term goals. With a dynamic and collaborative team, you will have the opportunity to work with a wide range of clients and develop your skills in financial...
-
Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob Opportunity OverviewAs an RBC Investment and Retirement Planner, you will develop relationships with 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. Your goal is...
-
Vaughan, Ontario, Canada Royal Bank of Canada Full timeJob OpportunityAs an RBC Investment and Retirement Planner, you will develop relationships with 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...
-
Senior Financial Planning Specialist
2 days ago
Vaughan, Ontario, Canada Investbuild Inc. Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Investbuild Inc. in [Location]. This is a permanent, 30 hours per week position.About the RoleThe successful candidate will be responsible for preparing company, industry and economic outlooks, analytical reports, briefings notes and correspondence. They will...
-
Financial Planning Specialist
3 weeks ago
Vaughan, Ontario, Canada Scotiabank Full timeAbout the Role:As a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role is to establish/deepen investment and primary banking relationships with existing assigned customers as well as...
-
Senior Accounting Professional
1 day ago
Vaughan, Ontario, Canada A.R.G. GROUP OF COMPANIES Full timeWe are seeking an experienced Senior Accounting Professional to join our team at A.R.G. GROUP OF COMPANIES. As a key member of our finance department, you will be responsible for maintaining accurate financial records and preparing financial statements.About the RoleJob Title: Senior Accounting ProfessionalLocation: [Location not mentioned]Hours: 35 hours...
-
Senior Marketing Professional
1 day ago
Vaughan, Ontario, Canada The Tire Domain Full timeWe are seeking a skilled Senior Marketing Professional to join The Tire Domain team.Job DescriptionThe ideal candidate will have experience in developing and implementing business plans, as well as conducting analytical marketing studies.Responsibilities include preparing written material such as reports, briefs, and website content, as well as planning...
-
Resident Care Director
1 day ago
Vaughan, Ontario, Canada Sunrise Senior Living Full timeJob Overview:Sunrise Senior Living is seeking a Resident Care Director to lead our clinical team and promote the health and wellness of our residents.As a Resident Care Director, you will be responsible for overseeing the nursing care provided to our residents, ensuring that we meet the highest standards of quality and compliance.You will work closely with...
-
Investment Portfolio Manager
3 days ago
Vaughan, Ontario, Canada Empire Communities Corp. Full timeWe are seeking a skilled Investment Analyst/Senior Investment Analyst to join our team at Empire Communities Corp. in Vaughan, ON, Canada.About the RoleAs an Investment Analyst/Senior Investment Analyst, you will be responsible for analyzing financial information and generating reports to advise on investment decisions. This includes evaluating the return on...
-
Senior Financial Planning Specialist
2 days ago
Vaughan, Ontario, Canada Miller Thomson Full timeAt Miller Thomson, we are committed to delivering exceptional service and value to our clients. Our team is dedicated to providing innovative solutions that meet the evolving needs of our clients.We are seeking a highly skilled Senior Financial Planning Specialist to join our team in Vaughan or Toronto office. This role will play a critical part in ensuring...
-
Personal Support Worker
4 weeks ago
Vaughan, Ontario, Canada VIVA Retirement Communities Full timeAbout the Role:Are you passionate about providing exceptional care and support to seniors? Do you want to be part of a team that makes a positive impact in the lives of our community members? We are seeking a Personal Support Worker to join our team at VVA Retirement Communities.Key Responsibilities:- Assist community members with various personal needs,...
-
Financial Planner Professional
4 weeks ago
Vaughan, Ontario, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving success by meeting and exceeding negotiated deposit and investment sales goals. Your primary focus will be on establishing and deepening investment and primary banking relationships with existing customers, as well as those referred...
-
Nurse RPN
4 weeks ago
Vaughan, Ontario, Canada VIVA Retirement Communities Full timeJob Summary:We are seeking a compassionate and skilled Nurse RPN to join our team at VVA Retirement Communities. As a Nurse RPN, you will play a vital role in providing exceptional care and support to our seniors. Your primary responsibility will be to assist community members with various personal needs, including assistance with dressing, mobility, food...
-
Financial Analyst
3 weeks ago
Vaughan, Ontario, Canada Investbuild Inc. Full timeInvestbuild Inc. is seeking a skilled Financial Analyst to join our team. As a Junior Financial Analyst, you will be responsible for preparing company, industry, and economic outlooks, as well as providing investment advice and recommendations to clients and senior company officials.Key Responsibilities:Prepare company, industry, and economic outlooks,...
-
Vaughan, Ontario, Canada Sunrise Senior Living Full timeAbout the RoleSunrise Senior Living seeks a dedicated Medical Director to oversee resident care and wellness in our communities. As a key member of our leadership team, you will be responsible for leading and managing the health and wellness of residents, ensuring they receive high-quality care and services.Key Responsibilities:• Provide strategic...
-
Financial Analyst
4 weeks ago
Vaughan, Ontario, Canada Investbuild Inc. Full timeJob Title: Financial Analyst - Investment InsightsAbout the Role:We are seeking a highly skilled Financial Analyst to join our team at Investbuild Inc. as a Financial Analyst - Investment Insights. As a key member of our investment team, you will be responsible for providing in-depth analysis and insights to support investment decisions.Key...
-
Senior Manager/Manager, Workforce Planning
4 weeks ago
Vaughan, Ontario, Canada Aritzia Full timeSupply Chain - Senior Manager/Manager, Workforce PlanningTHE TEAMThe Supply Chain Workforce Planning Department is responsible for planning and scheduling labour to match business needs with optimal talent while controlling labour wastage.THE OPPORTUNITYAritzia is growing, and our Supply Chain Workforce Planning team is expanding. This is a unique...
-
Financial Analyst
4 weeks ago
Vaughan, Ontario, Canada Investbuild Inc. Full timeAt Investbuild Inc., we are seeking a skilled Junior Financial Analyst to join our Investment Division. The successful candidate will be responsible for preparing company, industry, and economic outlooks, as well as analytical reports and briefings. They will also provide investment advice and recommendations to clients and senior company officials.The ideal...