Financial Planner, Investment Specialist

1 month ago

Perth County, Canada Royal Bank of Canada Full time
Job Summary

As a highly skilled Financial Planner, Investment Specialist at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Listowel, Arthur and Drayton, ON Markets. You will work alongside internal partners who send client referrals your way, utilizing your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions that help clients achieve their long-term financial goals.

Key Responsibilities
  • 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.
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.
  • 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.

  • Financial Planner, Investment Specialist

    1 month ago

    Perth County, Canada Royal Bank of Canada Full time

    Job SummaryAs a highly skilled Financial Planner, Investment Specialist, you will create custom investment solutions for prospective and existing clients within the Listowel, Arthur and Drayton, ON Markets. You will work closely with internal partners to acquire and consolidate existing and new-to-RBC clients and assets, providing world-class advice and...

  • Financial Planner and Investment Strategist

    1 month ago

    Ponoka County, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a highly skilled Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients of the Royal Bank of Canada. You will work closely with internal partners to acquire and consolidate existing and new clients, providing world-class advice and solutions to help them achieve their...

  • Financial Planner, Investment

    3 months ago

    NORTH PERTH, Canada Royal Bank of Canada Full time

    Job Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...

  • Financial Planner, Investment

    3 months ago

    Municipality Of North Perth, Canada Royal Bank of Canada> Full time

    Job Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...

  • Financial Planner, Investment

    3 weeks ago

    Municipality Of North Perth, Canada Royal Bank of Canada> Full time

    Job Summary.Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets . Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals...

  • Investment Strategist in North Perth, Ontario

    6 days ago

    Municipality Of North Perth, Canada Royal Bank of Canada> Full time

    Seeking a highly motivated Investment Strategist to join our team in North Perth, Ontario. As an RBC Financial Planner and Investment Specialist, you will create custom investment solutions for prospective and existing clients within the Listowel, Arthur, and Drayton markets.About the RoleIn this dynamic role, you will be responsible for providing tailored...

  • Financial Services Specialist/financial Advisor-mfda

    6 months ago

    Perth, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    6 days ago

    Clearwater County, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a prominent credit union in BC, was founded by Gulf & Fraser and Interior Savings. With approximately $ billion in total assets under administration, it is the second largest provincially regulated credit union in the province. The credit union offers a wide range of banking services, insurance, and wealth management...

  • Digital Marketing Specialist

    5 months ago

    Perth, Canada Central Wire Full time

    Take the next step in your career with an exciting and growing company We’re seeking a Digital Marketing Specialist to join our fast-paced Marketing team in Perth. If you have a passion for customer success and want to grow with a dynamic company that offers opportunities to reach your full potential, we want to hear from you. **Job Summary**: As a...

  • Personal Banking Associate

    5 months ago

    Perth, Canada BMO Financial Group Full time

    30 Gore Street East Perth Ontario,K7H 1H5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Planning Expert

    1 month ago

    Carleton County, Canada National Bank Full time

    Join National Bank as a Financial Planner and embark on a rewarding career as a financial planning expert. As a key member of our team, you will play a vital role in advising clients and drafting personalized financial plans to meet their life goals. This dynamic role offers a unique opportunity to develop your business relationships and leadership skills...

  • Personal Banker

    6 months ago

    Perth, Canada BMO Financial Group Full time

    30 Gore Street East Perth Ontario,K7H 1H5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Services Professional

    4 weeks ago

    Ponoka County, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Servus Credit Union.As a Mobile Financial Solutions Specialist, you will be responsible for developing long-term relationships with members, building trust, and delivering customized financial solutions that shape their financial fitness.Key...

  • Client Experience Specialist

    5 months ago

    Perth, Canada Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team...

  • Customer Service Representative

    5 months ago

    Perth, Canada BMO Financial Group Full time

    30 Gore Street East Perth Ontario,K7H 1H5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Quality Assurance Specialist

    6 months ago

    Perth, Canada Central Wire Full time

    Take the next step with an exciting and growing company We’re seeking a dependable, quality-driven Quality Assurance Specialist to join our manufacturing operations team in Perth, Ontario. Do you have a strong work ethic? Take pride in a job well done? Are you passionate about contributing to individual and team, company and customer successes? If...

  • Quality Assurance Specialist

    5 months ago

    Perth, Canada Central Wire Full time

    Take the next step with an exciting and growing company We’re seeking a dependable, quality-driven Quality Assurance Specialist to join our manufacturing operations team in Perth. Do you have a strong work ethic? Take pride in a job well done? Are you passionate about contributing to individual and team, company and customer successes? If you’re...

  • Financial Advisor

    2 months ago

    Norfolk County, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...

  • Part-Time Member Service Advisor

    4 weeks ago

    Clearwater County, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Part-Time Member Service Advisor to join its team. As a key contributor to the financial success of the company, this role is responsible for assisting members with all aspects of their financial needs, from account transactions and inquiries to lending and...

  • Sales Representative

    5 months ago

    West Annapolis County (Middleton), Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...