Financial Planner
5 days ago
Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (QAFP, PFP or CFP)Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningA strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaborationAbility to create a market presence, build COI relationships, and cultivate strong partner relationshipsNice to HaveAbility to be mobile throughout the marketWhat’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.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:1597 BEDFORD HWY:HALIFAXCity:HalifaxCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-12-11Application Deadline:2025-12-23Note: 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.
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Halifax, Canada Scotiabank Full timeRequisition ID: 228406Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”...
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Financial Planner
4 days ago
Halifax, Nova Scotia, Canada RBC Full timeJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
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Halifax, Canada Scotiabank Full timeA leading Canadian bank is seeking a Senior Total Wealth Planner in Halifax to provide comprehensive financial planning advice to high-net-worth clients. The ideal candidate will have financial planning experience, strong relationship-building skills, and the ability to work independently while collaborating with a team. A minimum of 5 years experience in...
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Halifax, Canada Scotiabank Full timeA leading Canadian bank is seeking a Senior Total Wealth Planner in Halifax to provide comprehensive financial planning advice to high-net-worth clients. The ideal candidate will have financial planning experience, strong relationship-building skills, and the ability to work independently while collaborating with a team. A minimum of 5 years experience in...
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Halifax, Canada Scotiabank Full timeA leading Canadian bank is seeking a Senior Total Wealth Planner in Halifax to provide comprehensive financial planning advice to high-net-worth clients. The ideal candidate will have financial planning experience, strong relationship-building skills, and the ability to work independently while collaborating with a team. A minimum of 5 years experience in...
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Halifax, Canada Scotiabank Full timeA leading Canadian bank is seeking a Senior Total Wealth Planner in Halifax to provide comprehensive financial planning advice to high-net-worth clients. The ideal candidate will have financial planning experience, strong relationship-building skills, and the ability to work independently while collaborating with a team. A minimum of 5 years experience in...
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Financial Planner, Scotia Financial Planning
4 weeks ago
Ottawa, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeJoin to apply for the Financial Planner, Scotia Financial Planning - Kanata, ON role at Scotiabank Requisition ID: 240970 Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture. What is the role of a Financial Planner? As a Financial Planner, you will focus on developing and deepening mass affluent client...
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Lead Supply Planner
2 weeks ago
Halifax, Canada Eastlink Full timeEastlink is a family owned, entrepreneurial and innovative company headquartered in Halifax, Nova Scotia. We take great pride in being a leader in delivering creative competitive, customer focused telecommunications solutions, and connecting our customers to the things and people that matter most. Serving a customer base across seven provinces, our advanced...
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Financial Planner, Scotia Financial Planning
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Scotiabank Full timeWhat is the role of a Financial Planner?As a Financial Planner, you will focus on developing and deepening mass affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of influence and understand that growing a practice is all...
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Network Planner
2 days ago
Halifax, Canada MOBIA Technology Innovations Full timeNetwork Planner Remote MOBIA Technology Innovations is a Systems Integration company with multiple business unit areas: Broadband & Wireless Services, Managed Services, Infrastructure Solutions, Cybersecurity, and Application and Data Services. Working with Service Providers, Government, Healthcare, and Enterprises across Canada, MOBIA has developed...
