Financial planner Jobs in Burlington, ON
Financial Planner
RBC - Royal BankHamilton, ON- Promoted
Financial Administrator
Randstad CanadaDundas, Ontario, CA
Financial Controller
ScaleJetOntario, Canada
Financial Coordinator
The Pod GroupHamilton, ON, CA- Promoted
Manager, Financial Reporting
VacoBurlington, ON, CA
Planner I - Development
City of HamiltonHamilton, ON, CA
Financial Analyst
Hamilton Child and Family SupportsHamilton, Ontario, Canada
Financial Planner - Halton
ScotiabankBurlington, ON
- Promoted
- New!
Financial Administrator
3PL Inc.Burlington, ON, Canada
Maintenance Planner
Acara SolutionsHamilton, ON
EPC Planner / Scheduler
EXPHamilton, ON, Canada
Financial Planner
0000050007 Royal Bank of CanadaHAMILTON, Ontario, Canada
Environmental Planner
Dillon ConsultingHamilton, ON, CA
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Financial Planner
The Toronto-Dominion Bank (Canada)Hamilton, Ontario
Financial Planner
BMOHamilton, ON, CAN
Experienced Financial Advisor / Planner
Desjardins Financial Security Independent Network - Southwestern OntarioHamilton, Ontario, Canada
Maintenance Planner
itec group, Inc.Ontario, CAFinancial Planner
RBC - Royal BankHamilton, ONJob Summary
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 Markets
- 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
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.
RBCFP
Job Skills