Financial Planning, Investment

2 weeks ago

LANSDOWNE ST WPETERBOROUGH, Canada Royal Bank of Canada Full time $80,000 - $120,000 per year

Job Description

**This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Peterborough and Kawartha Lakes communities. We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail.

The successful candidate must be mobile across the Peterborough and/or Kawartha Lakes regions.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

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 help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

  • 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
  • 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

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

Address:

861 LANSDOWNE ST W:PETERBOROUGH

City:

Peterborough

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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 Community

Stay 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

  • Administrative Assistant

    1 week ago

    St. Catharines, Canada Investment Planning Counsel Full time

    **Job Title**: Administrative Assistant - Investment Advisor Support **Company**: IPC Securities Corporation (Investment Planning Counsel) **Location**: 43 Church Street, St. Catharines, Ontario **Employment Type**: Full-Time **Hours**: 35-40 hours per week **Compensation**: $20-$23 per hour **About Us** IPC Securities Corporation (Investment Planning...

  • Financial Planner- Investment and Retirement Planning

    2 weeks ago

    St. John's, Newfoundland and Labrador, Canada RBC Full time $80,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...

  • Financial Planner- Investment and Retirement Planning

    1 week ago

    St. John's, NL AA T, Canada RBC Full time $80,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment...

  • Financial Planner, Scotia Financial Planning

    1 week ago

    St. John's, Newfoundland and Labrador, Canada Scotiabank Full time $60,000 - $120,000 per year

    Requisition ID: Join 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" postings."What is the role of a...

  • Financial Advisor

    1 week ago

    St. Jacobs, Canada Thomson Allison Financial Solutions Full time

    Thomson Allison Financial Solutions provided pay range This range is provided by Thomson Allison Financial Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$80,000.00/yr - CA$150,000.00/yr Who We Are Thomson Allison Financial Solutions is a well-established independent...

  • Financial Planner, Scotia Financial Planning

    1 week ago

    (s): Canada : British Columbia : Fort St. John Scotiabank Global Site Full time $60,000 - $120,000 per year

    Requisition ID: 228286Join 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" postings."What is the role...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    St. Catharines, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 228311 Join 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...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    St. Catharines, Canada Scotiabank Full time

    Select how often (in days) to receive an alert: Requisition ID: 228311 Join 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...

  • Financial Advisor

    1 week ago

    St. Jacobs, Ontario, Canada Thomson Allison Financial Solutions Full time $60,000 - $120,000 per year

    Who We AreThomson Allison Financial Solutions is a well-established independent financial advisory practice based in St. Jacobs, Ontario, serving a loyal community of families, professionals, and business owners. Our approach is values-driven, with a focus on building long-term trust while providing comprehensive financial planning and investment guidance....

  • Senior Manager, Investment Communications

    1 week ago

    Toronto - York St, Canada Investment Management Corporation of Ontario Full time $120,000 - $180,000 per year

    At IMCO, our talent is among the best  IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve.  Our vision is to be...