Financial Planner, Investment

2 months ago

Hamilton, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the GREATER HAMILTON MARKET (please be advised, specific location is to be determined). 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® or QAFP®)

  • 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

RBCFP

Job Skills

Additional Job Details

Address:

21 KING ST W, UNIT 103:HAMILTON

City:

HAMILTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-05-30

Application Deadline:

2024-09-18

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

    1 month ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...

  • Financial Planner

    1 month ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner Job DescriptionAs a Financial Planner at Scotiabank, you will play a key role in helping our clients achieve their financial goals. Your primary responsibility will be to develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for...

  • Financial Planner

    3 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Role OverviewAs 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. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct in-depth reviews for...

  • Financial Planner

    1 month ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    1 month ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Financial Planner RoleAs a Financial Planner at Scotiabank, you will play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on providing investment and financial planning advice to help clients meet their unique goals.Key ResponsibilitiesConduct...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job Title: Financial PlannerBMO is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals.Key Responsibilities:Provides financial and investment planning and advice to deliver a solution in the...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada BMO Full time

    Job Title: Financial PlannerBMO is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals.Key Responsibilities:Provides financial and investment planning and advice to deliver a solution in the...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesProactively engage with new and existing customers to...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key ResponsibilitiesProactively engage with new and existing customers to...

  • Financial Planner

    1 month ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...

  • Financial Planner

    1 month ago

    Hamilton, Ontario, Canada Bank of Montreal Full time

    Job DescriptionJob Title: Financial PlannerJob Summary:We are seeking a highly skilled Financial Planner to join our team at Bank of Montreal. As a Financial Planner, you will be responsible for providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.Key Responsibilities:Provide...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with a diverse portfolio of clients, providing comprehensive financial planning and investment advice to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice and solutions to clients using our...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with a diverse portfolio of clients, providing comprehensive financial planning and investment advice to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice and solutions to clients using our...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with a diverse portfolio of clients, providing comprehensive financial planning and investment advice to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice and solutions to clients using our...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with a diverse portfolio of clients, providing comprehensive financial planning and investment advice to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice and solutions to clients using our...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton Market.Key ResponsibilitiesProvide tailored financial planning advice and...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market.Key ResponsibilitiesProvide tailored financial planning advice and...

  • Financial Planner

    1 month ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton market.Key ResponsibilitiesProvide tailored financial planning advice and...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients within the Greater Hamilton Market.Key ResponsibilitiesProvide tailored financial planning advice and...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAs a Financial Planner at Royal Bank of Canada, you will have the opportunity to work with a diverse portfolio of clients, providing comprehensive financial planning advice and guidance to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice and solutions to clients, utilizing our...