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Investment banker Jobs in North Bay, ON

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Investment banker • north bay on

Last updated: 22 hours ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>NORFOLK COUNTY, Canada
Full-time
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 su...Show moreLast updated: 30+ days ago
Vp, Account Management

Vp, Account Management

Empire LifeOntario, ON, Canada
Full-time
We are seeking a strategic and analytical leader to join our Group and Affinity Business Executive Team and the broader Insurance and Investment Executive Team as Vice-President, Group Product Actu...Show moreLast updated: 7 days ago
Financial Planning Specialist

Financial Planning Specialist

0000050339 Royal Trust Corporation of CanadaNORTH BAY, Ontario, Canada
Full-time
As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ...Show moreLast updated: 30+ days ago
Financial Planning & Retirement Consultant

Financial Planning & Retirement Consultant

Co-operatorsON, CA
Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.That’s why we p...Show moreLast updated: 27 days ago
Refinery Planning Economist (Expat Role)

Refinery Planning Economist (Expat Role)

LaborintosOntario, CA
Full-time
Quick Apply
Contamos con un equipo sólido y robusto de consultores especializados en búsqueda y selección de personal, así como en consultoría en diversos temas asociado al Talento Humano en múltiples sectores...Show moreLast updated: 12 days ago
Personal Banker

Personal Banker

The Toronto-Dominion Bank (Canada)North Bay, Ontario
Full-time
Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and busin...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Advisor Assistant

Wealth Advisor Assistant

Raymond James Ltd.K0A, ON, Canada
Full-time
Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.How does the ...Show moreLast updated: 1 day ago
Investment Advisor

Investment Advisor

0000050599 RBC Dominion Securities Inc.NORTH BAY, Ontario, Canada
Full-time
Introduces products and services to high net worth clients.Builds relationships with internal and external clients through the utilization of appropriate tools or technologies.Reviews day-to-day ex...Show moreLast updated: 30+ days ago
  • New!
Senior Financial Planner (Bilingual)

Senior Financial Planner (Bilingual)

OPAL Corporate ConnectionsPrescott and Russell, ON, Canada
Full-time
Create comprehensive financial plans that cover investments, retirement, tax strategies, estate planning, education funding, and insurance needs. Meet with clients to understand their goals, assess ...Show moreLast updated: 22 hours ago
business consultant

business consultant

Akkodis Canada IncON, CA
Permanent
Conduct research to determine efficiency and effectiveness of managerial policies and programs.Propose improvements to methods, systems and procedures. Computer and technology knowledge.Enterprise r...Show moreLast updated: 19 days ago
Investment Advisor

Investment Advisor

RBC - Royal BankNorth Bay, ON
Full-time
Resolves deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Applies extensive, in-depth knowledge, skills, and pr...Show moreLast updated: 30+ days ago
Technical Content Creator

Technical Content Creator

ApryseOntario, ON, CA
Remote
Full-time
We are seeking a skilled Technical Writer to join our team.The successful candidate will be responsible for creating technical content for tutorials, user guides, and promotional assets.This role i...Show moreLast updated: 30+ days ago
Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Merrill Financial Solutions Advisor - Orange County Inland Empire Market

Bank of AmericaOntario
Full-time
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Show moreLast updated: 30+ days ago
Financial Planner, Investment & Retirement Planning

Financial Planner, Investment & Retirement Planning

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

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 :

2025-06-05

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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