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Financial planner Jobs in Innisfil, ON

Last updated: 6 hours ago
Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

0000050007 Royal Bank of CanadaBARRIE, Ontario, Canada
CA$34.50 hourly
Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.You provide ongoing comprehensive reviews of your clients’ financial circumstances, cre...Show moreLast updated: 30+ days ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
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 su...Show moreLast updated: 30+ days ago
EPC Planner / Scheduler

EPC Planner / Scheduler

EXPBarrie, ON, Canada
CA$69,677.00–CA$102,625.00 yearly
Full-time
Brampton, Markham, Hamilton or Barrie ON.At EXP, we’re driven to provide innovative solutions for the world’s built and natural environments. As a team of engineers, architects, designers, scientist...Show moreLast updated: 30+ days ago
Assistant Financial Controller

Assistant Financial Controller

Elby Professional Recruitment IncON, CA
CA$75,000.00–CA$85,000.00 yearly
Quick Apply
Our client is looking to hire an Assistant Finance Controller who is a strong leader and has a track record of going above and beyond for their clients and colleagues! They are a fast-growing servi...Show moreLast updated: 10 days ago
Financial Controller

Financial Controller

ScaleJetOntario, Canada
Remote
Full-time
Our client, an eCommerce multibrand company, is looking for a.In this role, you'll ensure the accuracy of financial records, develop strategies to optimize costs, and drive financial effi...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Sr. Financial Business Partner

Sr. Financial Business Partner

Johnson Electric GroupGolden Horseshoe, ON, Canada
Full-time
Financial Business Partner at Johnson Electric!.Ancaster or Mississauga Canada (100% onsite).Local Ancaster or Mississauga candidates preferred but will consider relocation.Your Mission, Should You...Show moreLast updated: 6 hours ago
Group Tour Planner #4571A

Group Tour Planner #4571A

Travel Industry PersonnelON, CA
CA$24.25 hourly
Our client is searching for a Group Tour Planner.Given a high level of previous Groups experience this job can be remote for any candidate living in Southern Ontario. Working closely with the sales ...Show moreLast updated: 30+ days ago
Chief Financial Officer

Chief Financial Officer

jobbotOntario, CA
CA$170,000.00–CA$200,000.00 yearly
Full-time
CFO with Aerospace & defense experience to join their team.Position Summary : The Chief Financial Officer (CFO) will be a strategic partner to the President and leadership team, responsible for over...Show moreLast updated: 1 day ago
Production Planner

Production Planner

Acara SolutionsBarrie, ON
CA$60,000.00–CA$65,000.00 yearly
At our company, we believe that providing the best patient care starts with equipping healthcare professionals with the right tools. Our innovative mobile lift systems create a safer environment for...Show moreLast updated: 30+ days ago
Environmental Planner / Engineer

Environmental Planner / Engineer

Hydro One Networks IncON, CA
CA$500,000.00 yearly
Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.We have a long history in the industry with our roots dating back over 110 years...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

VOLKSWAGEN GroupOntario, Canada
CA$60,000.00–CA$80,000.00 yearly
The Financial Analyst – ABS role supports VCI’s asset-backed securitization (ABS) programs, debt financing, investment accounting and derivatives portfolios in a team-oriented environment with emph...Show moreLast updated: 30+ days ago
  • Promoted
SUN LIFE Financial Advisor

SUN LIFE Financial Advisor

Financière Sun LifeBarrie, ON, Canada
Full-time
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to build long-term relationships...Show moreLast updated: 9 days ago
Financial Services Coordinator - Financial Services

Financial Services Coordinator - Financial Services

York Region District School BoardOntario, Canada
CA$75,082.00 yearly
Full-time
Financial Services Coordinator PASS Grade Level 3 $66,708 to $75,082 Reporting to the Senior Manager, Financial Services, this position supports the operational requirements necessary to facilitate...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

N. Harris Computer Corporation - CADOntario, Canada
CA$65,000.00–CA$75,000.00 yearly
Full-time
Prepare detailed balance sheet reconciliations.Calculate commissions owed based on invoicing / bookings.Track maintenance billing and revenue. Prepare report of actual GL details compared with forecas...Show moreLast updated: 30+ days ago
Tax & Estate Planning Accountant

Tax & Estate Planning Accountant

IG Wealth ManagementOntario, Canada
CA$50,000.00–CA$100,000.00 yearly
Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on d...Show moreLast updated: 30+ days ago
Financial Planner

Financial Planner

BMOBarrie, Ontario, Canada
CA$42,300.00–CA$78,400.00 yearly
Part-time
Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show moreLast updated: 4 days ago
Land Administrator / Planner

Land Administrator / Planner

Scott Land LtdOntario
CA$64,272.00–CA$80,535.00 yearly
Surface Land experience in Ontario.Previous project coordination and leadership experience.Working knowledge of surface land procedures, relevant land legislation and regulations.High proficiency i...Show moreLast updated: 30+ days ago
Operations Manager & Global Planner

Operations Manager & Global Planner

Diagnostic Solutions InternationalOntario, CA
CA$55,000.00–CA$62,000.00 yearly
Manage Manufacturing, Purchasing, Planning, Warehouse Operations, and Service Departments.Provide corrective actions and tactics when performance is below targets and expectations.Maintain safe wor...Show moreLast updated: 30+ days ago
Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

0000050007 Royal Bank of CanadaBARRIE, Ontario, Canada
30+ days ago
Salary
CA$34.50 hourly
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to grow and manage 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?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively grow, expand and maintain 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
  • A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
  • Ability to create a market presence, build COI relationships, and cultivate strong partner relationships

    • Nice to Have

  • Ability to be mobile throughout the market
  • Fluency in a second language

    • 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

    • Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details

    Address :

    99 MAPLEVIEW DR W : BARRIE

    City : BARRIE

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform :

    Personal and Commercial Banking

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-06-03

    Application Deadline :

    2024-06-14

    I nclusion 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.

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