12 meilleures offres (financial planner, investment & retirement planning, kingston, on) (à pourvoir)

Financial Planner, Investment & Retirement Planning
Royal Bank of Canada —Kingston, ON
- Temps plein
- Vente
- Microsoft Office
- Développement commercial
Lab Patient Technician
LifeLabs —Kingston, ON
- De 25,55 $ à 29,84 $ de l’heure
- Temps partiel
- Compétences en informatique
- Dactylographie
- Compétences en communication
- Assurance Dentaire
- Assurance Vie
Financial Planner, Scotia Financial Planning - Kingston
Scotiabank —Kingston, ON
- Vente
- Déplacements à prévoir
Financial Planner, Relationship Manager
Royal Bank of Canada —Kingston, ON
- Temps plein
- Développement commercial
Financial Planner - Kingston
TD Bank —Kingston, ON
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Vente
- Développement commercial
- Baccalauréat
- Congés payés
Professional Wealth Branch Manager
TD Bank —Kingston, ON
- De 109 800 $ à 155 000 $ par an
- Temps plein
- Vente
- Capacités de présentation
- Baccalauréat
- Congés payés
Financial Advisor
Royal Bank of Canada —Greater Napanee, ON
- Temps plein
- Vente
- Finance
- Services financiers
il y a 11 jours
Total Wealth Planner - Kingston, ON
Scotiabank —Kingston, ON
- Finance
- Baccalauréat
PIA Client Service Associate
TD Bank —Kingston, ON
- De 43 300 $ à 56 700 $ par an
- Temps plein
- Expérience administrative
- Baccalauréat
- Compétences en communication
- Congés payés
Sr. Financial Advisor CIRO-MFD (Urban) [ Kingston, Trenton, Barrie, Orillia ]
CIBC —Kingston, ON
- Temps plein
- En présentiel
Mortgage Specialist
BMO Financial Group —Kingston, ON
- Temps plein
- Vente
- Service à la clientèle
- Esprit d'analyse
- Bourses d'Études
- Assurance Vie
Director of Sales
Stella-Jones Inc. —Canada
- Temps plein
- Vente
- Service à la clientèle
- Ingénierie
- Assurance Invalidité
- Assurance Dentaire

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Financial Planner, Investment & Retirement Planning
Royal Bank of Canada —Oshawa, ON
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class…
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Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : financial planner, investment & retirement planning (kingston, on)

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Financial Planner, Investment & Retirement Planning

Royal Bank of Canada
Kingston, ON

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Détails du poste

Temps plein

Compétences

Vente
Microsoft Office
Développement commercial
Gestion de la relation client
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication
Vente au détail

Description complète du poste

Job Description

What is the opportunity?

As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

What will you do?

Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners
Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual plan
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact

What do you need to succeed?

Must-have:

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Previous experience in investments
Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
IT literacy including the Microsoft Office suite of products, and digital knowledge
Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Ability to work both independently and in a team environment, demonstrating strong collaboration skills

Nice-to-have:

Proven track record of building rapport and developing client relationships
Experience in proactive retail sales

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 including competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

65 PRINCESS ST:KINGSTON

City:

Kingston

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-03-25

Application Deadline:

2026-08-31

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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Financial Planner - Kingston

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Sr. Financial Advisor CIRO-MFD (Urban) [ Kingston, Trenton, Barrie, Orillia ]

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