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Financial planner Jobs in Oshawa, ON

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Financial planner • oshawa on

Last updated: 16 hours ago
Financial Planner, Investment & Retirement Planning - Durham Region

Financial Planner, Investment & Retirement Planning - Durham Region

Royal Bank of Canada>OSHAWA, Canada
Full-time
This is an opportunity for candidates to express their interest in Investment and Retirement Planner positions across our Durham Communities. Includes locations such as; Whitby, Oshawa, Port Perry.W...Show moreLast updated: 30+ days ago
Financial Clerk

Financial Clerk

CB CanadaWhitby, Ontario, Canada
Permanent
Reporting to the Manager, Finance, the Finance Clerk will be primarily responsible for processing patient and non-patient billing (including OHIP claims), reconciling receipt batches, collections, ...Show moreLast updated: 30+ days ago
Financial Services Associate

Financial Services Associate

CIBCWhitby, Durham Region, CA
Full-time
La Banque CIBC construit une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.Co...Show moreLast updated: 2 days ago
Maintenance Planner

Maintenance Planner

AtlanticWhitby, ON, CA
Full-time
Join us in building Careers and shaping Experiences Beyond the Box”.At Atlantic Packaging, every box tells a story and yours begins here. As a proudly Canadian-owned company with over 80 years of ex...Show moreLast updated: 1 day ago
Financial Solutions Advisor

Financial Solutions Advisor

FairstoneOshawa, Durham Region, CA
Full-time
A leading Canadian financial solutions provider is seeking a Loan Consultant in Oshawa.In this role, you will promote loan products, manage sales processes, and build customer relationships.Ideal c...Show moreLast updated: 30+ days ago
Senior Traffic Engineer & Transportation Planner

Senior Traffic Engineer & Transportation Planner

TYLinWhitby, Durham Region, CA
Full-time
A global consulting firm is seeking a Traffic Engineer for its City Solutions team in the Greater Toronto Area.The role requires over 8 years of experience in transportation planning and design eng...Show moreLast updated: 30+ days ago
Wealth Planning Consultant - High-Net-Worth Solutions

Wealth Planning Consultant - High-Net-Worth Solutions

Canadian Imperial Bank of CommerceWhitby, Durham Region, CA
Full-time
A leading financial institution seeks a Financial Planning Consultant in Whitby to offer expert financial planning and wealth management strategies to high-net-worth clients.The ideal candidate wil...Show moreLast updated: 23 days ago
Senior Project Planner (Nuclear)

Senior Project Planner (Nuclear)

WSP in CanadaOshawa, Durham Region, CA
Full-time
Senior Project Planner (Nuclear).Be among the first 25 applicants.Our Nuclear subsector, a key component of WSP’s ERI (Energy, Resources and Industry) sector, supports clients in the nuclear indust...Show moreLast updated: 20 days ago
Transportation Planner / Traffic Engineer

Transportation Planner / Traffic Engineer

GHDWhitby, Durham Region, CA
Full-time
Transportation Planner / Traffic Engineer.Transportation Planner / Traffic Engineer.We are seeking a Transportation Planner / Traffic Engineer to join our Transportation Planning and Traffic Engineer...Show moreLast updated: 30+ days ago
  • New!
Fleet Route Planner

Fleet Route Planner

East Penn CanadaCourtice, ON, CA
Full-time
Posted Friday, January 9, 2026 at 5 : 00 AM.At East Penn Canada , our people are the heart of our company.We put our employees and our clients first to build solid relationships with intention.We off...Show moreLast updated: 16 hours ago
  • Promoted
Financial Controller

Financial Controller

Job Bridge GlobalOshawa, ON, Canada
Temporary
Please note, this job is for candidates who have the right to work already in Canada.Additionally, this is a 3 month rolling contract, essentially Temp to Perm opportunity.Our client is seeking a h...Show moreLast updated: 30+ days ago
Financial Accounting Manager

Financial Accounting Manager

code4Ajax, Canada
Full-time
Our client is an engineering company.They are looking for a who will be responsible for managing the region's statutory reporting process and audits. They will be part of the Global Statutory Team, ...Show moreLast updated: 4 days ago
  • New!
Financial Service Representative

Financial Service Representative

easyfinancialWhitby, Ontario, Canada
Full-time
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of. Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show moreLast updated: 17 hours ago
Financial Planner, Investment & Retirement Planning - Durham Region

Financial Planner, Investment & Retirement Planning - Durham Region

0000050007 Royal Bank of CanadaOSHAWA, Ontario, Canada
Full-time
This is an opportunity for candidates to express their interest in Investment and Retirement Planner positions across our Durham Communities. Includes locations such as; Whitby, Oshawa, Port Perry.W...Show moreLast updated: 30+ days ago
Financial Service Representative

Financial Service Representative

Money MartAjax, ON, CA
Full-time
Financial Service Representative – Money Mart.At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment! Our mission is to be North America's ...Show moreLast updated: 12 days ago
Senior Load Planner Inbound / Outbound

Senior Load Planner Inbound / Outbound

Loblaw Companies LimitedAjax, ON, CA
Full-time +1
At Loblaw, we help millions of Canadians get through their best days, worst days, celebration days, and every day.Through our innovation and quality products, we’re here for our friends, neighbours...Show moreLast updated: 4 days ago
Financial Planner, Scotia Financial Planning - Pickering, Whitby, Oshawa, Ajax, Clarington

Financial Planner, Scotia Financial Planning - Pickering, Whitby, Oshawa, Ajax, Clarington

ScotiabankAjax, ON, CA
Full-time
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Fina...Show moreLast updated: 30+ days ago
  • Promoted
Construction Work Planner

Construction Work Planner

Black & McDonald LimitedBowmanville, ON, Canada
Full-time
Black & McDonald's Power Generation team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for yo...Show moreLast updated: 28 days ago
  • Promoted
Financial Accounting Manager

Financial Accounting Manager

Vaco by HighspringWhitby, ON, CA
Permanent
Our client is an engineering company.They are looking for a who will be responsible for managing the region's statutory reporting process and audits. They will be part of the Global Statutory Team, ...Show moreLast updated: 30+ days ago
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Financial Planner, Investment & Retirement Planning - Durham Region

Financial Planner, Investment & Retirement Planning - Durham Region

Royal Bank of Canada>OSHAWA, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

  • This is an opportunity for candidates to express their interest in Investment and Retirement Planner positions across our Durham Communities.  Includes locations such as; Whitby, Oshawa, Port Perry.  We are currently looking for individuals who have a minimum of 2-3 years of licensed mutual fund sales experience, as well as hold their Financial Planning designation (CFP or PFP) or are close to completion. Qualified applicants will be contacted to review their resume in more detail.

What is the opportunity?

As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

What will you do?

  • Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
  • Acquire and consolidate existing and new-to-RBC clients and assets
  • Connect clients with the right RBC team members to help continuously meet their needs
  • Develop external business referral sources through networking, marketing, and your centers of influence
  • What do you need to succeed?

    Must-have :

  • 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
  • Is this career right for you? Check out our video and decide for yourself!

    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

    Additional Job Details

    Address :

    CONLIN & SIMCOE BRANCH, 43 CONLIN RD E : OSHAWA

    City : Oshawa

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform :

    PERSONAL & COMMERCIAL BANKING

    Job Type : Regular

    Pay Type : Commission

    Posted Date : 2025-10-28

    Application Deadline :

    2026-01-16

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    I nclusion and Equal Opportunity Employment

    At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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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 .

    RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.