Financial Planning, Investment Retirement Planner

5 days ago

Belleville, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

**This is an opportunity for candidates to express their interest in current and future Investment and Retirement Planner positions across our Belleville 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.

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:

246 NORTH FRONT ST:BELLEVILLE

City:

BELLEVILLE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-11-07

Application Deadline:

2024-11-28

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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 at jobs.rbc.com.

  • Financial Planner

    3 weeks ago

    Belleville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    1 month ago

    Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analysis to...

  • Financial Planner

    1 month ago

    Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct comprehensive financial needs analysis to...

  • Financial Planner

    1 month ago

    Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Title: Financial PlannerAre you a skilled professional looking to provide comprehensive financial planning and advice to mass affluent investing clients? We are seeking an experienced Financial Planner to join our team and assist clients in meeting their financial goals and objectives.Key Responsibilities:Identify client life and financial goals, provide...

  • Financial Planner

    1 month ago

    Belleville, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Title: Financial PlannerAre you a skilled professional looking to provide comprehensive financial planning and advice to mass affluent investing clients? We are seeking an experienced Financial Planner to join our team and assist clients in meeting their financial goals and objectives.Key Responsibilities:Identify client life and financial goals, provide...

  • Financial Planner

    4 months ago

    Belleville, Canada Scotiabank Full time

    Requisition ID: 201291 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Financial Planner

    5 months ago

    Belleville, Canada Scotiabank Full time

       Requisition ID: 201291Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Strategic Wealth Advisor

    4 days ago

    Belleville, Ontario, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. Following...

  • Financial Planning and Wealth Management Specialist

    4 days ago

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

    Job SummaryOverviewWe are seeking a highly motivated and results-driven Financial Planning and Wealth Management Specialist to join our team. As an Investment and Retirement Planning Expert, you will be responsible for creating custom investment solutions for prospective and existing clients. With a focus on building strong relationships and delivering...

  • Financial Advisor/financial Services Specialist

    5 months ago

    Belleville, 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...

  • Maintenance Planner

    1 month ago

    Belleville, Ontario, Canada WK Kellogg Co Full time

    About WK Kellogg CoAt WK Kellogg Co, we're passionate about creating high-quality foods and brands that bring joy to people's lives. Our journey began in 1894, when our founder W.K. Kellogg revolutionized breakfast with Corn Flakes. Since then, we've continued to innovate and push boundaries, fostering a strong sense of community and promoting physical,...

  • Maintenance Planner

    1 month ago

    Belleville, Ontario, Canada WK Kellogg Co Full time

    About WK Kellogg CoAt WK Kellogg Co, we're passionate about creating high-quality foods and brands that bring joy to people's lives. Our journey began in 1894, when our founder W.K. Kellogg revolutionized breakfast with Corn Flakes. Since then, we've continued to innovate and push boundaries, fostering a strong sense of community and promoting physical,...

  • Investment Associate

    1 month ago

    Belleville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Associate to join our team at ScotiaMcLeod. As an Investment Associate, you will play a key role in the development and management of our clients' wealth, providing exceptional client service and contributing to business development and sales-related activities.Key...

  • Investment Associate

    1 month ago

    Belleville, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Associate to join our team at ScotiaMcLeod. As an Investment Associate, you will play a key role in the development and management of our clients' wealth, providing exceptional client service and contributing to business development and sales-related activities.Key...

  • Dispatcher/planner

    5 months ago

    Belleville, Canada Rosebush Energies Full time

    About Us For 72 years Rosebush Energies has provided energy and comfort products to homes and businesses throughout Eastern Ontario. We are a growing, locally owned, family business with long-standing ties to the local community. We pride ourselves on providing top-notch service to our clients and are looking for high-quality individuals who share these...

  • Maintenance Planner

    2 months ago

    Belleville, Ontario, Canada WK Kellogg Co Full time

    About the RoleWe are seeking a highly skilled Maintenance Planner to join our team at WK Kellogg Co. As a key member of our maintenance team, you will be responsible for creating, managing, and planning all maintenance and engineering-related activities for our Belleville facility.Key ResponsibilitiesCreate and manage preventative maintenance plans, labor,...

  • Maintenance Planner

    2 months ago

    Belleville, Ontario, Canada WK Kellogg Co Full time

    About the RoleWe are seeking a highly skilled Maintenance Planner to join our team at WK Kellogg Co. As a key member of our maintenance team, you will be responsible for creating, managing, and planning all maintenance and engineering-related activities for our Belleville facility.Key ResponsibilitiesCreate and manage preventative maintenance plans, labor,...

  • Financial Director

    2 months ago

    Belleville, Ontario, Canada Magna International Inc. Full time

    About the RoleThe Financial Director will be responsible for guiding and supporting the finance department, while ensuring the company's financial performance meets and exceeds expectations.Your ResponsibilitiesEstablishing the strategic direction for the business. This activity includes establishing and reporting key financial measures to help guide...

  • Financial Director

    2 months ago

    Belleville, Ontario, Canada Magna International Inc. Full time

    About the RoleThe Financial Director will be responsible for guiding and supporting the finance department, while ensuring the company's financial performance meets and exceeds expectations.Your ResponsibilitiesEstablishing the strategic direction for the business. This activity includes establishing and reporting key financial measures to help guide...

  • Financial Services Representative Ii

    2 months ago

    Belleville, 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...