Financial Planner
4 weeks ago
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 greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals.
Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area.
Promote the development and sustainable growth of proprietary investment business in the assigned market area by:
Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Exhibiting a natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Exercising a collaborative approach when dealing with peers, clients, and partners. Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients.Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:
Experience in financial planning and investment sales is preferred. Successfully completed (or working towards) the Personal Financial Planning (PFP®) designation (or IQPF designation within Quebec), and/or the Certified Financial Planner (CFP®) designation. You’re an accredited mutual funds professional in good standing with CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course). You're able to work independently as a self-motivated entrepreneur with minimal supervision. Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment.What’s in it for you?
A competitive compensation and benefits package that rewards growing and maintaining your client base. Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. The ability to build long-lasting client relationships through exceptional advice and service. A work culture that promotes diversity, respect, and inclusion. An organization committed to making a difference in our communities – for you and your clients.-
Financial Planner
3 days ago
Edmonton, Canada Scotiabank Full timeRequisition ID: 199171 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...
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Financial Planner
2 days ago
Edmonton, Canada Scotiabank Full timeRequisition ID: 199171Join 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...
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Financial Planner
2 weeks ago
Edmonton, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Financial Planner - The Meadows Branch, Edmonton ...
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Financial Planner
2 weeks ago
Edmonton, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Financial Planner - The Meadows Branch, Edmonton ...
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Financial Planner
2 weeks ago
Edmonton, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: Financial Planner - The Meadows Branch, Edmonton ...
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Financial Planner
7 days ago
Edmonton, Canada Scotiabank Full timeRequisition ID: 199171 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...
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Investment Specialist
1 month ago
Edmonton, Canada BMO Financial Group Full time12240 137th Avenue Edmonton Alberta,T5L 4Y4 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...
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Edmonton, Canada RBC - Royal Bank Full timeJob Summary 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...
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Edmonton, Canada RBC - Royal Bank Full timeJob Summary 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...
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Edmonton, Canada RBC - Royal Bank Full timeJob Summary 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...
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Financial Planner
2 weeks ago
Edmonton, Canada Scotiabank Full timeRequisition ID: 199171Join 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...
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Financial Planner, Investment Retirement Planner
3 weeks ago
Edmonton, Canada Royal Bank of Canada> Full timeJob 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...
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Edmonton, Canada Royal Bank of Canada> Full timeJob 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...
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Financial Planner, Investment Retirement Planner
3 weeks ago
Edmonton, Canada RBC - Royal Bank Full timeJob 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...
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Financial Planner, Investment Retirement Planner
3 weeks ago
EDMONTON, Canada Royal Bank of Canada Full timeJob 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...
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EDMONTON, Canada Royal Bank of Canada Full timeJob 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...
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Edmonton, Canada Royal Bank of Canada> Full timeJob Summary 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...
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Edmonton, Canada Royal Bank of Canada> Full timeJob Summary 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...
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Edmonton, Canada Royal Bank of Canada> Full timeJob Summary 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...
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EDMONTON, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionAre you either an accredited Financial Planner or working through your accreditation and interested in building a career with RBC? We are always on the look-out for top talent for opportunities within the Financial Planning Network in Alberta RBC Financial Planning Edmonton Event , feel free to submit your application which...
