Virtual Financial Planning Career Event — Build Your Path

RBC; Remote; CAD 100,000 - 125,000; Full time

Job summary

A leading financial institution is seeking accredited Financial Planners or those actively pursuing certification for a webinar discussing career opportunities in financial planning. This online event will cover roles, insights from senior leaders, and Q&A sessions. Ideal candidates are experienced professionals with qualifications such as QAFP, CFP, or PFP. This role offers a full-time commitment with potential opportunities across Ontario, particularly in Ottawa, emphasizing client-centric services and business development.

Benefits

Best Workplaces™ recognition in Canada

Commitment to diversity

Green Employer accolades

Support for mental wellness

Qualifications

• Experienced financial professionals currently working in the industry.
• Candidates must hold or be working towards financial planning designation.

Responsibilities

• Support clients with investment & planning advice.
• Attend a live webinar to learn about financial planning opportunities.

Skills

Adaptability

Business Development

Client Centricity

Curious Mindset

Education

QAFP, CFP or PFP certification (or working towards it)

Mutual Funds (IFIC or CSC)

Job description

A leading financial institution is seeking accredited Financial Planners or those actively pursuing certification for a webinar discussing career opportunities in financial planning. This online event will cover roles, insights from senior leaders, and Q&A sessions. Ideal candidates are experienced professionals with qualifications such as QAFP, CFP, or PFP. This role offers a full-time commitment with potential opportunities across Ontario, particularly in Ottawa, emphasizing client-centric services and business development.