Financial Planner, Investment Retirement Planning
Royal Bank of Canada
As an RBC Investment and Retirement Planner, you develop relationships with and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.
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 centers of influence
Financial Planning Designation (PFP or CFP)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
- 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.
Full-time RBC employee status with unlimited earning potential and full benefits
A world-class training program in financial services
Flexible work/life balance options
Applying to this posting allows you to express your interest in this current career opportunity at RBC. Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
- ...Job Description What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and... ...and solutions that help clients achieve their long-term financial goals. What will you do? Provide tailor-made financial...RetraiteContrat Longue DuréeTemps pleinHoraires flexibles
- ...Scotiabank partners who use the Conquest Planning software. It focuses on driving financial planning engagement, operational... ...as a practicing financial planner/advisor/leader in the HNW space... ...of financial planning disciplines: investments, retirement, estate, taxation, risk...RetraiteTravail au bureauHoraires flexibles
- ...driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting...RetraiteTemps plein
$50k - $80k par année
...recruit a sales-driven, highly independent Financial Planner to join their team. This senior role... ...while shaping institutional-quality investment strategies. The ideal candidate is a self... ...Develop comprehensive financial plans for high-net-worth families Coordinate...RetraiteTemps pleinTravail au bureauTravail à distanceHoraires flexibles$110k - $115k par année
...James Ltd. is Canada’s leading independent investment dealers offering high quality... ...solutions to their wealth management needs. Financial Planner How does the role impact the... ...term career where they can utilize their planning skills for the benefit of the clients we...SuggéréContrat Longue DuréeEmploi permanentTemps pleinTravail au bureauHoraires flexibles- ...One of the best flex health benefits, RRSP, TFSA and Pension plans in Canada Mental Health and Support benefits- 100% coverage... ...Position) Work Location: 333 Bloor Street East - Store (333), Toronto, ON Travel Requirements: Up to 25% Background Check(s) Required...Taux horaireСontratZone localeHoraires flexiblesTravail postéÉquipe de l'après-midi
$80k - $85k par année
...Italian, local and homemade products LEARN through our classes and our team’s product knowledge Job Description The Financial Planning & Analysis Analyst (FP&A Analyst) works onsite at an Eataly location and is fully integrated into operations, partnering with...Temps pleinTravail au bureauZone locale$21 par heure
...environments such as retail stores, airports, security facility centers, etc. What's in it for you? Hourly wage of $20.00 We will invest in you, covering the costs of continuing education through GardaWorld Academy Flexible schedules with various shifts available...Taux horaireTravail occasionnelHoraires flexiblesTravail posté- 50693- Toronto - Temporary 24 Months Hydro One is proud to... ...Controller’s objective of maintaining financial integrity, effectiveness and... ...of an appropriate business plan and related process.... ...develop their skills, we are investing in both their success and ours...Travail temporaire
- ...IGM Financial Inc. is one of Canada's leading diversified wealth and asset management... ...company provides a broad range of financial planning and investment management services to help more than... ...more about a career as a financial planner? If you answered yes to all these...Contrat En CoursTemps partielStageStage d'étéTravail au bureau
$130k - $160k par année
...of Rothschild & Co., KEV is investing more than ever to support K–12... ...tech. We're headquartered in Toronto, with offices across North America... ...to KEV's success, driving planning and decision making through... ...on data. Create and update financial models including Sales...RetraiteStageTravail au bureauTravail à domicileHoraires flexibles$22 par heure
...level banking role, for their corporate office located in the downtown Toronto area. Job Duties include, but are not limited to the following... ...role Candidates DO NOT need any previous banking or financial experience This role is currently hybrid (twice a week in office...СontratTravail au bureau- ...member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver... ...that meet client’s specific needs in the areas of financial, investment, retirement, tax, risk management and estate planning. Personalize...RetraiteTemps pleinTravail au bureauHoraires flexibles
- ...is hybrid and requires you to be in our downtown Toronto office (250 Yonge Street) 2-3 times per... ...being developed Looking for someone with financial modeling skills and expert in excel modeling. A BA with Financial modelling, planning, forecasting hands on experience may...Temps pleinTravail manuelTravail au bureau
- ...Job Description This is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate... .... This involves acting as the primary financial planner in our centralized service as well as in a partnership...RetraiteTemps pleinTravail au bureauHoraires flexibles
- ...primary purpose of the Total Wealth Planning Associate is to provide planning... ...Answering phone and email inquiries on financial planning questions and technical... ...wealth planning process, including investments, asset protection, retirement, estate planning, and tax planning...RetraiteRecrutement immédiat
- ...areas; Achieve consistent financial targets with purchasing, inventory... ...in the heart of Canada’s Downtown, just steps away from the... ...Situated in the heart of one of Toronto’s most vibrant neighborhoods,... ...family-owned Canadian hotel investment, development, and management...Temps pleinApprentissageStageZone localeÉquipe de l'après-midiÉquipe du matin
$19.55 par heure
...Working Title: Light Duty Cleaner, Rogers Downtown Campus, Toronto, ON Employment Status: Full-Time Starting Hourly Rate: $19.55 per hour Address: 1 Mount Pleasant Rd, Toronto, ON M4Y 2Y5 Toronto ON M4Y 2Y5 New Hire Schedule: Sunday - Thursday (10pm to...Taux horaireTemps pleinStage- ...Executive Chef | Radisson Blu Toronto Downtown Why Join Us? Radisson Blu Toronto Downtown - a part of Choice Hotels’ Radisson Blu collection... ...Silver Hotel Group (SHG) is a family-owned Canadian hotel investment, development, and management company. Our portfolio includes...Temps pleinZone locale
$85 par heure
AVP, Financial Planning & Analysis (FP&A) 18-Month Maternity Leave Contract | P&C Insurance Hybrid - Toronto (2 days/week in office) Our client, a growing insurance organization, is seeking an experienced AVP, FP&A to join their finance leadership team on an 18-month maternity...СontratTravail au bureau2 jours par semaine$87k - $112k par année
Job Description : Senior Financial Analyst, Financial Planning & Analysis Amica Support Office Full-Time... ..., dental, and vision coverage, retirement plan contributions, disability,and... ...commitments Support contract and investment performance reviews What do you...RetraiteContrat Longue DuréeTemps pleinСontratTravail au bureau- ...Job Description Starting your career in Investment Banking Division as an Analyst, you will... .... As a Diversified Analyst in the Toronto Investment Banking team, you will be responsible for helping cover the Canadian financial sponsors and corporates across a broad range...
- ...Senior Manager, Financial Planning & Analysis Location: Toronto, Ottawa, San Fransisco (REMOTE) Salary + Bonus + Stock Options + Health Benefits About... ...years of experience in FP&A, strategic finance, or investment/consulting-adjacent roles. ~ Strong preference for...Contrat Longue DuréeTemps pleinPour les contractantsTravail à distance
- ...for development and management of the financial reporting, planning, forecasting, business & client... ...analytical techniques for evaluating investments to make sound financial recommendations... .... Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the...Travail au bureauHoraires flexibles
- ...Part Time Station Chef - Radisson Blu Toronto Downtown Why Join Us? Radisson Blu Toronto Downtown - a part of Choice Hotels’ Radisson... ...Silver Hotel Group (SHG) is a family-owned Canadian hotel investment, development, and management company. Our portfolio includes...Temps partielZone localeTravail postéTravail le week-endÉquipe de jourÉquipe de l'après-midi
$110k - $160k par année
...with a strong focus on Advanced Planning Software (APS) implementation... ...and best practices in Plan, Source, Make and Deliver. Through... ...designed to support your physical, financial and social well-being. Plus,... ...and applicable skill sets. ~ Toronto : $110,000 to $160,000...Travail postéTravail le week-end- ...intimate surroundings in the heart of Canada’s Downtown, just steps away from the best shopping,... ...offer. Situated in the heart of one of Toronto’s most vibrant neighborhoods, this hotel... ...(SHG) is a family-owned Canadian hotel investment, development, and management company. Our...Tarif journalierTemps pleinStageZone localeHoraires flexiblesTravail postéTravail le week-endÉquipe de l'après-midi
- ...business, your way – with RBC As an Investment Advisor at RBC Dominion Securities,... ...their life goals by providing strong planning and financial advice. How you’ll succeed in this... ...Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (...Contrat Longue DuréeTemps pleinHoraires flexibles
- Looking for a change, an opportunity to show your exceptional skills, a chance to help lead and build a team? Grow your career with a company that shares your passion! Contributing to The Well-Being and Quality Of Our Consumers The well-being of our consumers is at...Temps pleinZone localeHoraires flexibles
$38.5k - $71k par année
...Portuguese speaking is required for this position. Provides financial and investment planning and advice to deliver a solution in the best interests of... ...of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...RetraiteTemps pleinСontratTemps partielRecrutement immédiat
Voulez-vous recevoir plus d'offres d'emploi ?
S'abonner et recevoir des offres d'emploi similaires à Financial Planner, Investment Retirement Planning. Soyez parmi les premiers à postuler !
- financial advisor - investment & retirement planning Toronto, ON
- financial planner work from home Toronto, ON
- conseiller financier Toronto, ON
- financial advisor - full time Toronto, ON
- financial planner bmo Toronto, ON
- associate leveraged finance cibc Toronto, ON
- senior financial advisor Toronto, ON
- planificateur financier Toronto, ON
- associate financial representative Toronto, ON
- financial advisor trainee Toronto, ON
