Financial Planner-Investment and Retirement Planning
2 weeks ago
Job DescriptionWhat will you do?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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?Must-haveFinancial Planning Designation (PFP® or CFP®)Mutual Funds License (IFIC or CSC)Minimum 2 years’ experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsDigital Savviness, ability to effectively utilize mobile applicationsWhat’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 optionsWorld-class training programs and career development opportunitiesThe advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewardedA flexible work schedule based on client preferences and your own work/life balanceInnovative mobile technology to ensure your successJob SkillsAdditional Job DetailsAddress:1206 PROSPECT ST:FREDERICTONCity:FrederictonCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:CommissionPosted Date:2026-01-14Application Deadline:2026-01-28Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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Fredericton, Canada RBC Full timeJob Description 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...
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Fredericton, Canada RBC Full timeJob Description What will you do? 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...
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Financial Planner: Retirement
2 weeks ago
Fredericton, Canada RBC Full timeA leading Canadian bank is seeking a dedicated financial planner in Fredericton to provide personalized financial solutions and acquire new clients. The role requires a Financial Planning Designation and experience in networking and client acquisition to build strong partnerships. Candidates should be digitally savvy and able to work collaboratively within a...
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Fredericton, Canada Scotiabank Full timeOverview Requisition ID: 228476 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The role is part of the Scotia Financial Planning team within Global Asset Management, focused on delivering high-quality financial planning and investment advice to the mass affluent market. You will focus on developing...
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Fredericton, New Brunswick, Canada RBC Full timeJob DescriptionWhat will you do?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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to...
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Fredericton, New Brunswick, Canada Royal Bank of Canada Full timeJob DescriptionWhat will you do?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 solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to...
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Fredericton, Canada RBC Full timeA leading banking institution in Fredericton is seeking a Financial Planner to provide personalized financial planning advice using a broad array of investment solutions. The successful candidate will acquire and manage client relationships while developing referral networks. This role offers competitive commissions, flexible work hours, and opportunities...
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Financial Planner
3 hours ago
Fredericton, New Brunswick, Canada TD Full time $60,000 - $70,000Work Location:Fredericton, New Brunswick, CanadaHours:37.5Line of Business:TD WealthPay Details:$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at...
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Financial Planner
2 weeks ago
Fredericton, Canada TD Full timeWork Location Fredericton, New Brunswick, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $60,000 - $70,000 CAD This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience...
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Financial Planner
3 weeks ago
Fredericton, Canada TD Securities Full timeWork Location Fredericton, New Brunswick, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $60,000 - $70,000 CAD. This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague...
