Financial Planner — Investment & Retirement Growth
RBC
RBC is recruiting a Financial Planner, Investment and Retirement Planning, to develop relationships with and craft custom investment solutions for clients. You will be supported by internal partners who refer clients, with an emphasis on holistic financial planning and long-term relationships.The role combines base salary with variable compensation, offering growth through performance and ongoing client reviews.
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Financial Planner — Investment & Retirement Growth in Winnipeg, MB vacancy
- Elevate your career as an RBC Financial Planner focused on Investment and Retirement Planning. Deliver tailored financial solutions and grow your existing client portfolio for lasting success. In this specialized position, you'll manage a diverse portfolio of affluent clients...RetirementLong term contract
- ...relationship management, in-depth financial advice and exceptional client... .... As a Senior Financial Planner, you’ll expertly deliver on CIBC... ...by delivering trusted investment advice and creating complex financial... ...in investment, estate, retirement, tax planning and credit planning...RetirementBank staffLocal areaFlexible hoursAfternoon shift
- Scotiabank is seeking a Financial Planner to grow mass affluent relationships by delivering high-quality financial planning and investment advice. The role emphasizes proactive outreach, networking, and building long-term client partnerships, both outside and inside Scotiabank...SuggestedLong term contractFlexible hours
- CIBC is seeking a Senior Financial Planner in Vancouver to manage a large, relationship-driven client... ...financial advice and estate, retirement, tax and credit planning while mentoring... ...help clients secure their futures and growth opportunities. The role requires flexibility...RetirementBank staffLocal areaWeekend workAfternoon shift
- Select how often (in days) to receive an alert: Title: Financial Advisor, Investment & Retirement Planning - Yonge & 16th, Richmond HillRequisition ID:... ...Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the...RetirementRelocation package
$80k - $120k per year
...Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management... ...brings together financial planning, investment management, risk management and long-... ...experienced advisory teamSana believes in growth, but believes that growth should come...Long term contractCasual workWork at officeMonday to friday- What is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage... ...goals, using our unparalleled array of investment, credit, and everyday banking solutions... ...perspectives is core to our continued growth as one of the largest and most successful...Long term contractFull timeLocal areaFlexible hours
$110k - $130k per year
...Canada’s leading independent investment dealers offering high quality... ...management needs. Senior Financial PlannerHow does the role impact... ...?The Senior Financial Planner is an integral member of our... ...planning, including education, retirement, income tax, estate and insurance...RetirementWork at officeFlexible hours- A career as a Senior Financial Planning Advisor or Senior Financial... ...for high-net-worth clients and Investment Advisors. In this role, you... ...and clients on financial, tax, retirement, and estate planning matters.... ...a national team of financial planners, estate planning specialists,...RetirementFlexible hours
$250k per year
...customers and assisting them in achieving their financial goals by providing an integrated high-... ...high potential for caisse savings and investments (250,000 dollars and more), recruited... ...predictable, stable income throughout retirement Group insurance including telemedicine...RetirementInternshipRemote workFlexible hours- ...-quality service? As a Group Retirement Client Relationship Manager (... ...building. You will represent iA Financial Group and interact with our... ...the organization’s growth; A healthy, safe, fair, and... ...in assets and half a billion invested in technological innovation,...RetirementWork at office
- ...high-net-worth client strategies through financial planning, taxation, and estate planning... ...you will serve high-net-worth clients and Investment Advisors. You will develop comprehensive... ..., provide guidance on financial, tax, retirement, and estate matters, and support wealth...Retirement
- ...in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment Specialist” under the Mobile Advice Team) within... ...to leading‑edge resources to support your growth, including dedicated marketing support,...RetirementLong term contractWork at officeLocal areaFlexible hours
- Build and manage mass affluent client portfolios as an RBC Financial Planner in Pickering, applying financial planning expertise and relationship... ...ongoing services. You will provide holistic planning using investment, credit, and everyday banking solutions. Success includes...Full timeLocal area
- ...clients.This specialist role partners with Investment Advisors to gather and maintain high-net-worth client assets. You will address retirement, cash flow, trusts, holding companies,... ...relationships with CGWM advisorsPresent financial plans virtually or in personCollaborate with...Retirement
- ...Enterprise Advisory team with strategic financial planning, client communication, and business... ...in Vancouver.This Senior Financial Planner position serves complex Ultra-High-Net-Worth... ...needs, and contribute to asset and revenue growth. The work requires end-to-end ownership,...
- ...well. About The RoleWe’re looking for a Financial Analyst for our growing private placement... ...sizes through lending and equity investments, in addition to supporting succession planning... ...will strongly influence Intact’s business growth strategy through profitable transactions....Long term contractInternshipWork at officeFlexible hours
- ...Securities is seeking an experienced, Senior Financial Planner to join the practice as an Ultra-High-... ...Securities is a relationship-focused investment and wealth management firm that... ...comprehensive plans covering wealth, investment, retirement, tax optimization and risk management....RetirementWork at office
- Build investment relationships as a Scotia Financial Planner serving Delta and Surrey, using financial planning and client acquisition skills. This mobile role includes frequent travel.Scotiabank’s Scotia Financial Planning team supports mass affluent clients through high quality...
- RBC seeks a Financial Planner in Rouyn-Noranda to deliver holistic financial planning and tailored advice. Serve English- and French-speaking... ...long-term relationships using financial planning expertise, investment solutions, credit options, and everyday banking services. Pursue...Long term contractLocal area
- ...critical component to advancing our collective purpose and vision and living the Maple Leaf Leadership Values. We believe in building, investing in, recognizing, and rewarding remarkable people who value an inclusive workplace, embrace all forms of diversity, and commit to...Full timeFor contractorsApprenticeshipWork at officeMonday to fridayShift work
- Deliver mobile wealth advice as a Financial Planner across London or Chatham, Ontario, using investment expertise and client-focused financial planning.Scotiabank’s Scotia Financial Planning team supports clients within the mass affluent market through personalized investment...Work at office
$90k - $110k per year
L'analyste financier, Croissance et investissements pilote la modélisation financière et l'évaluation économique de projets d'investissement majeurs tout au long de leur cycle de développement et de construction. Il soutient les décisions d'investissement, le financement...Flexible hours$50k - $100k per year
...opportunities to all colleagues. Growth opportunities and skill... ...solutions. TD Wealth Private Investment Advice (TDW PIA) is one of Canada... ...in decisions regarding their financial affairs. Are you... ...-being benefits, savings and retirement programs, paid time off, banking...RetirementFull timeWork from home- About the Role Our client, a prestigious investment banking firm with a strong presence in... ...a highly analytical and driven Senior Financial Analyst to join their corporate finance... ...dental, and vision insurance coverage. Retirement savings plan with generous employer contributions...RetirementRelocation package
- Modélisation financière et investissements énergétiques définissent ce poste d’Analyste financier. Contribuez aux décisions stratégiques dans un environnement entrepreneurial québécois.Vous évaluez des projets d’investissement d’envergure et soutenez les orientations de croissance...
- Senior Investment Financial Analyst in Calgary building robust Excel models and evaluating opportunities for Hopewell Development LP. This is primarily an onsite role.Reporting to the Manager, Financial Analysis, this senior position supports investment and development decisions...Work at office
- ...Scotiabank in Toronto is seeking a Senior Manager for Investments Client Growth and Engagement. You will shape strategy and execution across acquisition, onboarding, and retention, leveraging data and insights to drive asset growth and deeper client relationships. You will...
- ...performing culture.What is the role of a Financial Planner?As a Financial Planner, you will focus... ...responsible for the following:Driving investment sales and new client acquisition, while... ...Promote the development and sustainable growth of proprietary investment business in...Long term contractLocal areaFlexible hours
- ...seeking an Analyst, Infrastructure in Calgary to gain broad exposure across the investment lifecycle—from new investment evaluation to asset and portfolio management. You’ll build complex financial models, assess value drivers, and assist with due diligence, market research,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner — Investment & Retirement Growth. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB

