Financial Planner
Financial Planner
Permanent posted 1 month ago
Job Description
INDUSTRY : Banking
SUMMARY :
Are you a Financial Planner looking for an exciting and rewarding opportunity? Look no further than our client in Toronto, where you’ll have the chance to make a real difference in the lives of clients.
As a Financial Planner with our client, you’ll work closely with clients to create personalized financial plans that help them achieve their goals and secure their financial future.
Whether it’s saving for retirement, buying a home, or planning for their children’s education, you’ll provide expert guidance and support every step of the way.
RESPONSIBILITIES :
- Conducting comprehensive financial evaluations and identifying areas for improvement.
- Creating customized financial plans that align with clients’ goals and risk tolerance.
- Providing ongoing financial advice and guidance to clients to help them achieve their financial objectives.
- Monitoring and reviewing clients’ financial plans on an ongoing basis and making recommendations for adjustments as needed.
- Educating clients on various financial products and investment strategies to help them make informed decisions.
- Collaborating with other team members to deliver comprehensive financial planning services to clients.
- Attending client meetings, presenting and making recommendations in a clear and concise manner.
QUALIFICATIONS :
- Bachelor’s degree in finance, accounting, or a related field; Certified Financial Planner (CFP) designation preferred.
- Minimum 3 years of experience in financial planning or a related field.
- Demonstrated knowledge of various financial products and investment strategies.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Proven ability to work independently and as part of a team.
BENEFITS :
- Competitive compensation based on your experience and capabilities.
- Comprehensive benefits package, including medical, dental, and vision coverage.
- Retirement savings plan with employer matching.
- Paid time off and holidays to help you achieve a healthy work-life balance.
- Opportunities for ongoing professional development and growth.
- A supportive and collaborative work environment that encourages teamwork and creativity.
Contact us today to explore or connect with us on for the latest updates.
Financial Planner
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 servi...
Financial Planner
Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...
Financial Planner, Investment Specialist - Midtown Toronto
Successfully completed the Personal Financial Planning (PFP®) designation, and/or the Certified Financial Planner (CFP®) designation. 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 th...
Senior Associate Wealth Advisor & Financial Planner
As Associate Wealth Advisor & Financial Planner your role is to deliver customized advice and wealth management strategies to our High-Net-Worth (HNW) Clients. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Weal...
Financial Planner, Investment and Retirement Planning
Financial Planning Designation (PFP or CFP)- Mutual Funds License (IFIC or CSC)- Minimum 2 years’ experience in financial planning- Proven networking and client acquisition skills- Ability to cultivate strong partner relationships. As an RBC Investment and Retirement Planner, you develop relationshi...
Financial Planner, Investment Retirement Planner
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-...
Investment Specialist / Financial Planner
You have completed the education requirements towards a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning ad...
Financial Planner - Humbertown Centre Branch
Be passionate about financial sales as well as delivering trusted financial advice to customers regarding complex investment and retirement planning to customers. Conduct comprehensive reviews for assigned customers including retirement planning, wealth accumulation and estate planning utilizing fin...
Financial Planner
Successfully completed the Personal Financial Planning (PFP®) designation, and/or the Certified Financial Planner (CFP®) designation. 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 the...
Financial Planner
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 servi...