Financial Planner

7 days ago

Norfolk County, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Simcoe (Norfolk) Market.  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 solutions

-          Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

-          Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

-          Financial Planning Designation (PFP or CFP or QAFP)

-          Mutual Funds License (IFIC or CSC)

-          Minimum 3 years’ experience in financial planning

-          Proven networking and client acquisition skills

-          Ability to develop a strong referral network

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

  • A world-class training program in financial services

  • Excellent career development and access to a variety of job opportunities across business and geographies

  • Leaders who support your development through coaching and managing opportunities

  • Work in a dynamic, collaborative, progressive, and high-performing team

#LI-RZ1

RBCFP

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

55 NORFOLK ST S:NORFOLK COUNTY

City:

NORFOLK COUNTY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-09-10

Application Deadline:

2024-09-21

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

    6 days ago

    Norfolk County, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients within the financial services industry. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planner

    6 days ago

    Norfolk County, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAs a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients within the financial services industry. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning...

  • Financial Planner Investment Specialist

    1 week ago

    Norfolk County, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Investment and Retirement Planner, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide...

  • Financial Planner Investment

    3 weeks ago

    Norfolk County, Canada Royal Bank of Canada> Full time

    Job SummaryJob 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...

  • Financial Services Professional

    1 week ago

    Norfolk County, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at the Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesClient Acquisition and RetentionDevelop and...

  • Financial Services Professional

    6 days ago

    Norfolk County, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at the Royal Bank of Canada. As a Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesClient Acquisition and RetentionDevelop and...

  • Financial Planner, Investment

    7 days ago

    Perth County, Canada Royal Bank of Canada Full time

    Job Title: RBC Investment and Retirement PlannerAbout the Role:As an RBC Investment and Retirement Planner, you will create custom investment solutions for prospective and existing RBC clients within the Listowel, Arthur and Drayton, ON Markets. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and...

  • Financial Planner

    7 days ago

    Perth County, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, and develop external business referral sources through networking and...

  • Financial Planner

    6 days ago

    Perth County, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, and develop external business referral sources through networking and...

  • Financial Planner

    7 days ago

    Perth County, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionAs a Financial Planner at Royal Bank of Canada, you will create custom financial solutions for prospective and existing clients within the financial services industry. You will work alongside internal partners to acquire and consolidate existing and new clients, and develop external business referral sources through networking and...

  • Project Planner

    3 weeks ago

    Mackenzie County, Canada College of New Caledonia (CNC) Full time

    Posting Details Position Information Job Title Project Planner EXISTING CNC CUPE Employees: For all Administrative postings please disregard the following statement. For CUPE postings please refer to Article 9.01 (d) of the CUPE Collective Agreement to ensure you have met the eligibility requirements to apply to CUPE competitions. Employment Status...

  • Sales Representative

    3 months ago

    West Annapolis County (Middleton), Canada Industrielle Alliance - Agence Québec Rive-Sud Full time

    Did you know that 80% of active Sales Representative / financial advisors have not studied finance? Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! license paid by the company, full benefits, group insurance and group RRSP. Come meet us and take the...

  • Associate Investment Funds Advisor

    1 week ago

    Kings County (Kingston), Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Associate Investment Funds Advisor

    1 week ago

    Kings County (Kingston), Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Associate Investment Funds Advisor

    2 weeks ago

    Kings County (Kingston), Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Associate Investment Funds Advisor

    5 days ago

    Kings County (Kingston), Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Associate Investment Funds Advisor

    1 week ago

    Kings County (Kingston), Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Supervisor, Planning

    3 months ago

    Strathcona County, Canada Inter Pipeline Ltd. Full time

    The Job Details are as follows: **Introduction**: Reporting to the Director of Maintenance, the Planning and Scheduling Supervisor is a leader at the Heartland Petrochemical Complex facility accountable for the safe and effective planning and scheduling all forms of maintenance work. This is a leadership position with direct reports consisting of multiple...

  • Technical Administration Assistant

    3 months ago

    Red Deer County, Canada Prime Boiler Services Full time

    We are currently recruiting for a permanent **full-time Technical Administrative Assistant** with a primary focus on optimizing business flow within our Service Department. This role requires a proactive individual whose primary focus will be responsible for accounts receivable management for the department along with providing administration, coordination...