- 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 (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning within a financial institution
- Strong investment and credit experience/knowledge
- 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.
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options RBCFP Job Skills Additional Job Details
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Financial Planner
3 days ago
BMO Hamilton, CanadaApplication Deadline: · 05/14/2024 · Address: · 81 King Street West · 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 servic ...
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Financial Planner
5 days ago
BMO Hamilton, Canada Full timeApplication Deadline: · 05/14/2024 Address: · 81 King Street West Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions t ...
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Financial Planner
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Financial Planner
3 weeks ago
BMO Hamilton, Canada Full timeApplication Deadline: · 05/14/2024Address: · 81 King Street WestJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions thou ...
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Financial Planner
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BMO Burlington, Canada Full timeApplication Deadline: · 05/07/2024 Address: · 1841 Walkers Line Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions tho ...
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Financial Planner
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BMO Burlington, CanadaApplication Deadline: · 05/07/2024 · Address: · 1841 Walkers Line · 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 ...
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Financial Planner
1 week ago
BMO Burlington, CanadaApplication Deadline: · 05/07/2024 · Address: · 1841 Walkers Line · Job Family Group: · Retail Banking Sales & Service · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solut ...
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Financial Planner
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BMO Burlington, Canada Full timeApplication Deadline: · 07/09/2024Address: · 1841 Walkers LineJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though ...
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Financial Planner
1 week ago
National Bank Oakville, Canada PermanentAttendance Hybrid Job Number 19205 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 21-Mar-2024 Location: Oakville, Ontario City Oakville Province/State Ontario Area of Interest: Advisory s ...
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Financial Planner
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Financial Planner
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NBC Oakville, Canada Full timeArea of Interest: Advisory services, Personal banking A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and perso ...
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Financial Planner
3 days ago
Baker Tilly Regional Municipality of Niagara, CanadaBaker Tilly Niagara is looking for a dynamic member to join the Wealth team with our firm. We have a great team who works hard and plays hard, including Fridays off in the summer. We've thrown axes at the boss (okay, at a picture of the boss), enjoyed wine tours as a group and ev ...
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Financial Planner
3 days ago
0000050007 Royal Bank of Canada Oakville, Canada Full timeJob Description · What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets. (Please note location is to be determined). You provide ongoing comprehensive re ...
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Financial Planner
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Bank of Montreal Mississauga, ON, CanadaProvides 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). ...
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Financial Planner
1 week ago
Bank of Montreal Brampton, ON, CanadaProvides 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). ...
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Financial Planner
5 days ago
Scotiabank Mississauga, CanadaAs an Investment Specialist , you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relatio ...
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Financial Planner
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BMO Milton, CanadaApplication Deadline: · 05/07/2024 · Address: · 9040 Louis St Laurent Avenue · 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 a ...
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Financial Planner
3 days ago
Royal Bank of Canada OAKVILLE, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets.(Please note location is to be determined). You provide ongoing com ...
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Financial Planner
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BMO Oakville, Canada Full timeApplication Deadline: · 05/10/2024 · Address: · 320 Dundas Street East · Job Family Group: · Retail Banking Sales & Service · Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides ...
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Financial Planner
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BMO Mississauga, CanadaApplication Deadline: · 06/22/2024 · Address: · 7050 St Barbara Blvd · 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 servi ...
Financial Planner - Hamilton, Canada - 0000050007 Royal Bank of Canada
Description
Job Description
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. 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? Specific Location is to be determined. The successful candidate must be mobile to work within the Hamilton and Stoney Creek MarketsAddress:
917 QUEENSTON RD:HAMILTONCity:
HAMILTONCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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