Financial planning and analysis Jobs in Bradford West Gwillimbury, ON
Financial Planner, Investment & Retirement Planning
Royal Bank of Canada>NORFOLK COUNTY, Canada
Lead, Capacity Access and Flow (Capacity Planning)
Ontario HealthOntario Health, Ontario- Promoted
Customer Relationship Management Business Analyst
freelance.caOntario Centre (Queensville), Canada- Promoted
vice-president - financial, communications and other business services
Government of Canada - CentralGolden Horseshoe, ON, Canada- Promoted
General Manager - Durham Farmers' County Coop - Orono, Ontario
FS SystemON, Canada
Group Financial Controller
Mier Human Capital MoreoverPeel Region, ON
Financial Controller
ScaleJetOntario, Canada- Promoted
Head of Financial Planning & Analysis
VacoAurora, ON, CA- Promoted
Business Process Consultant
IFG International Financial Group LtdON, Canada
Senior Financial Analyst
Meridia Recruitment SolutionsOntario- Promoted
Video-On-Demand Software – Chief Operating Officer
Stonewood Group Inc.ON, Canada- Promoted
Research Grants and Financial Officer
InsideHigherEdAll Cities, Ontario- Promoted
Director of Commercial Planning
OLIPOP PBCON, Canada- Promoted
operations vice-president - financial, communications and other business services
OTT PayGolden Horseshoe, ON, Canada- Promoted
CFO (chief financial officer) - trade, broadcasting and other services
Stagers ChoiceGolden Horseshoe, ON, Canada
Carleton University AVP, Facilities Management and Planning
BoydenON, CA- Promoted
vice-president - financial, communications and other business services
City Car & Truck RentalGolden Horseshoe, ON, Canada
Senior Financial Advisor
The Regional Municipality of YorkYonge Street Newmarket, ON, CA
Senior Advisor- Readiness and Operational Planning
Canadian Red CrossCAN-ON-OntarioFinancial Planner, Investment & Retirement Planning
Royal Bank of Canada>NORFOLK COUNTY, Canada- Full-time
Job Summary
Job Description
What is the opportunity?
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 supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.
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 centres 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
Digital Savviness, ability to effectively utilize mobile applications
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.
A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
World-class training programs and career development opportunities
The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
A flexible work schedule based on client preferences and your own work / life balance
Innovative mobile technology to ensure your success
LI-RZ1
RBCFP
Job Skills
Additional Job Details
Address :
55 NORFOLK ST S : NORFOLK COUNTY
City : NORFOLK COUNTY
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform :
PERSONAL & COMMERCIAL BANKING
Job Type : Regular
Pay Type : Commission
Posted Date : 2024-12-09
Application Deadline :
2025-03-06
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 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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 .