Senior Financial Advisor Investment and Retirement Strategy

2 days ago


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

Job Overview

As a highly skilled Investment and Retirement Planning Specialist at Royal Bank of Canada, you will play a key role in creating custom investment solutions for prospective and existing clients. With a strong focus on providing world-class advice and solutions, you will help clients achieve their long-term financial goals.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using our comprehensive array of investment and portfolio solutions.
  • Aquire 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

Must-have

  • Financial Planning Designation (PFP, QAFP, 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.
  • Fluent in English and second language (Portuguese or Mandarin) is preferred.

What We Offer

We offer a comprehensive Total Rewards Program, world-class training programs, and career development opportunities. You will be part of a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded. Enjoy a flexible work schedule and innovative mobile technology to ensure your success.

Job Skills

Client Acquisitions, Finance Strategy, Investment Portfolios, Investment Strategies, Mutual Funds, Retirement Planning

  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Financial Planner Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets. You will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    {"Job Summary": "As a Financial Planner Investment and Retirement Planning Expert at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets. You will provide world-class advice and solutions that help clients achieve their long-term financial goals.", "Key...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    Job OpportunityJob SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion Securities Inc.Are you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we invite you to join our team as an Investment Advisor at RBC...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs an Investment Advisor at RBC Dominion Securities, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will empower you to succeed in a dynamic and rewarding environment.Key Responsibilities:Build and maintain strong...


  • Cambridge, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...


  • Cambridge, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryAs an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Kitchener, Waterloo and Cambridge Markets. You will be fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    Job Summary for Strategic Financial AdvisorAbout the JobAt Royal Bank of Canada, we're committed to helping our clients achieve their financial goals. As a Strategic Financial Advisor, you'll play a key role in building strong relationships with high-net-worth individuals, families, and business owners. Your expertise in financial planning and portfolio...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planner Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets.Key ResponsibilitiesProvide tailored...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Financial Planner Investment and Retirement Planning to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for creating custom investment solutions for prospective and existing clients within the Kitchener, Waterloo and Cambridge Markets.Key ResponsibilitiesProvide tailored...

  • Investment Advisor

    4 weeks ago


    Cambridge, Ontario, Canada RBC Dominion Securities Inc. Full time

    Unlock Your Potential as an Investment Advisor at RBC Dominion SecuritiesAre you a self-motivated individual with a passion for financial planning and portfolio management? Do you have excellent people and problem-solving skills that help you build and maintain client relationships? If so, we may have the perfect opportunity for you.About the Role:You will...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC.Here, you'll find what you need for...

  • Investment Advisor

    1 month ago


    Cambridge, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryGrow your business, your way – with RBCAs a Financial Services Professional at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC.Here, you'll find what you need for...

  • Investment Advisor

    2 weeks ago


    Cambridge, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job OpportunityGrow Your Career with RBC Dominion SecuritiesAs a Wealth Management Professional at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert financial advice and guidance to...

  • Investment Advisor

    3 weeks ago


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

    Grow Your Business with RBCJob SummaryJob DescriptionUnlock Your PotentialAs a Financial Services Professional at RBC, you'll have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll be equipped to provide expert advice and guidance to individuals and...


  • Cambridge, Ontario, Canada ATS Automation Full time

    Senior Financial ExecutiveATS Automation is seeking a Senior Financial Executive to lead our Life Sciences Systems division. As a key member of our senior executive team, you will be responsible for organizing, directing, and controlling the division's financial and accounting activities.Key Responsibilities:Develop and implement financial plans, policies,...

  • Financial Advisor

    3 weeks ago


    Cambridge, Ontario, Canada Cowan Insurance Group Full time

    Unlock Your Potential as a Financial AdvisorAre you a sales-driven entrepreneur with a passion for building meaningful relationships and solving complex problems? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we may have the perfect opportunity for you!As a Financial Advisor at Cowan Insurance Group, you will play a...