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Financial planner Jobs in Innisfil, ON

Last updated: 2 days ago
Financial Planner, Relationship Manager

Financial Planner, Relationship Manager

0000050007 Royal Bank of CanadaBARRIE, Ontario, Canada
CA$34.50 hourly
Full-time
Show moreLast updated: 30+ days ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
Show moreLast updated: 12 days ago
Planner

Planner

City of Barrie70 Collier Street, Barrie, Ontario
CA$43.52–CA$52.11 hourly
Full-time +1
Show moreLast updated: 2 days ago
Financial Controller

Financial Controller

ScaleJetOntario, Canada
Remote
Full-time
Quick Apply
Show moreLast updated: 4 days ago
EPC Planner / Scheduler

EPC Planner / Scheduler

EXPBarrie, ON, Canada
CA$69,677.00–CA$102,625.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Senior Financial Analyst

Senior Financial Analyst

Independent Living Services Simcoe CountyBarrie, ON, CA
Quick Apply
Show moreLast updated: 15 days ago
Chief Financial Officer

Chief Financial Officer

The Pod GroupHalton Region, ON, CA
Full-time
Quick Apply
Show moreLast updated: 4 days ago
Financial Plammer

Financial Plammer

BMOBarrie, ON, CAN
CA$42,300.00–CA$78,400.00 yearly
Full-time +1
Show moreLast updated: 17 days ago
Group Tour Planner #4571A

Group Tour Planner #4571A

Travel Industry PersonnelON, CA
CA$24.25 hourly
Show moreLast updated: 30+ days ago
Production Planner

Production Planner

Acara SolutionsBarrie, ON
CA$60,000.00–CA$65,000.00 yearly
Show moreLast updated: 30+ days ago
Environmental Planner / Engineer

Environmental Planner / Engineer

Hydro One Networks IncON, CA
CA$500,000.00 yearly
Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

VOLKSWAGEN GroupOntario, Canada
CA$60,000.00–CA$80,000.00 yearly
Show moreLast updated: 30+ 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
Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

NVA Canada.Ontario
CA$25.00–CA$28.00 hourly
Show moreLast updated: 30+ days ago
Financial Planner / Insurance Agent

Financial Planner / Insurance Agent

Ravens Rock Wealth And Estate PlanningBarrie, ON, CA
Full-time
Quick Apply
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
Show moreLast updated: 30+ days ago
Manager, Investment and Retirement Planning

Manager, Investment and Retirement Planning

RBC - Royal BankBarrie, ON
CA$23.00–CA$26.00 hourly
Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

Alpe ConceptionOntario
Show moreLast updated: 30+ days ago
Land Administrator / Planner

Land Administrator / Planner

Scott Land LtdOntario
CA$64,272.00–CA$80,535.00 yearly
Show moreLast updated: 30+ days ago
Maintenance Planner

Maintenance Planner

itec group, Inc.Ontario, CA
Permanent
Quick Apply
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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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.