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Investment specialist Jobs in Whitby, ON

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Investment specialist • whitby on

Last updated: 2 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
Media Sales Specialist

Media Sales Specialist

Best Version MediaWhitby, Ontario
Full-time
Quick Apply
YOUR time to shine! Take the leap today for greater flexibility, an inspiring workplace culture, and a career that truly makes an impact. As a local sales leader at BVM, I’m excited to meet dr...Show moreLast updated: 30+ days ago
  • Promoted
Procurement Specialist

Procurement Specialist

Services de Gestion Quantum LtéeOshawa, Ontario, Canada
Full-time
Position : Procurement Specialist Location : Courtice, Ontario (100% onsite) Job Type : 3-year assignment Hours : 35 hours per week (potential for additional hours) Overview : Our client is seeking a dy...Show moreLast updated: 30+ days ago
Procurement Specialist

Procurement Specialist

Robert HalfOshawa, Ontario, Canada
Permanent
We are looking for a detail-oriented Procurement Specialist to join our team in Oshawa, Ontario.This is a long-term contract position that offers a dynamic work environment, combining both in-offic...Show moreLast updated: 26 days ago
Developing Investment Advisor - Durham Region

Developing Investment Advisor - Durham Region

The Toronto-Dominion Bank (Canada)Whitby, Ontario
Full-time
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions. TD Wealth Private Investment Advi...Show moreLast updated: 30+ days ago
  • Promoted
Media Sales Specialist

Media Sales Specialist

BVMPickering, ON, Canada
Full-time
Based in Canada - Start the new year with true autonomy and financial growth.Work locally, supported by an experienced, culture-first team. Sell print and digital ad products & solutions, with i...Show moreLast updated: 30+ 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.Please note that Scotiabank offers various investment specialist opportunities.If you are inter...Show moreLast updated: 30+ days ago
  • Promoted
Account Development Specialist

Account Development Specialist

NAPA Auto PartsPickering, ON, Canada
Full-time
Be part of a community of authentic, proud and trusted people.At NAPA, we are driving the future of the auto parts industry with unmatched service and innovative solutions.Our passionate sales team...Show moreLast updated: 30+ days ago
Investment Specialist

Investment Specialist

MeridianWhitby, ON L1RX3, CAN
Full-time
At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We believe that our greatest opportunity is to create opportunity and meet peopl...Show moreLast updated: 29 days ago
  • Promoted
Mortgage Specialist

Mortgage Specialist

BMO FinancialOshawa, ON, Canada
Part-time
Retail Banking Sales & Service.Join BMO – imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great ea...Show moreLast updated: 2 days ago
Financial Planner, Investment & Retirement Planning - Durham Region

Financial Planner, Investment & Retirement Planning - Durham Region

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
Mortgage Specialist

Mortgage Specialist

BMOOshawa, Ontario, Canada
Part-time
Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show moreLast updated: 10 days ago
  • Promoted
Reimbursement Specialist

Reimbursement Specialist

Auxilium HealthOshawa, ON, Canada
Full-time +1
Auxilium Health (Hybrid), Oshawa ON.HOURS WORKED .Mond...Show moreLast updated: 30+ days ago
  • Promoted
Accounts Payable Specialist

Accounts Payable Specialist

Safe FleetOshawa, ON, Canada
Full-time
If you value innovation, creativity, and working to satisfy our customers, you will fit in well at Kerr.Our specialty is modifying brand new vehicles into police and emergency vehicles.In fact, we ...Show moreLast updated: 17 days ago
  • Promoted
  • New!
Sales Support Specialist

Sales Support Specialist

ManpowerPickering, ON, CA
Temporary
Sales Managers to drive growth and ensure exceptional customer support.This role involves managing order entry and administration, resolving issues using established procedures, and maintaining str...Show moreLast updated: 2 hours ago
  • Promoted
Tax Manager, Investment Funds

Tax Manager, Investment Funds

Vaco by HighspringPickering, Ontario, Canada
Permanent +1
Our client is a leading global asset management client.They are looking for a Tax Manager, Investment Funds to join their team!. Strong mentorship and learning opportunities working closely with the...Show moreLast updated: 30+ days ago
  • Promoted
Marketing Specialist

Marketing Specialist

LendCarePickering, ON, Canada
Full-time
Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to .At goeasy, our people and culture are at the heart of everything we do,...Show moreLast updated: 30+ days ago
Collections Specialist

Collections Specialist

CB CanadaAjax, Ontario, Canada
Permanent +1
Robert Half is in need of an ambitious and articulate Collections Specialist to assume a role with an organization in the Utilities / Infrastructure industry. This Collections Specialist position in t...Show moreLast updated: 30+ days ago
  • Promoted
Remote Writing Specialist

Remote Writing Specialist

OutlierOshawa, Ontario, Canada
Remote
Full-time
Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...Show moreLast updated: 1 day 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 :

    2025-12-31

    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 .