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5,248

Finance jobs in Canada

Financial Planner, Investment & Retirement Planning

0000050007 Royal Bank of Canada

Regina
On-site
CAD 60,000 - 80,000
9 days ago
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Senior Financial Analyst FP&A

Riverside Natural Foods Inc.

Toronto
On-site
CAD 70,000 - 90,000
9 days ago

Analyste Financier Bilingue - Revenu et Rapprochement Bancaire / Bilingual Financial Analyst, R[...]

Dentalcorp Health Services LTD.

Toronto
On-site
CAD 50,000 - 70,000
9 days ago

Senior Financial Analyst - Financial Planning and Analysis - Express Scripts Canada

Cigna

Mississauga
Hybrid
CAD 80,000 - 100,000
9 days ago

Financial Planner, Investment & Retirement Planning

Royal Bank of Canada>

Regina
On-site
CAD 60,000 - 80,000
9 days ago
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Analyste Financier / Financial analyst - Montreal - 15 months contract

Stanpro

Montreal
Hybrid
CAD 89,000 - 123,000
9 days ago

Financial Analyst

J.D. Irving, Limited

Dartmouth
On-site
CAD 60,000 - 80,000
9 days ago

Financial Accountant- 12 Month Contract

Ontario Nurses' Association

Ontario
On-site
CAD 67,000 - 78,000
9 days ago
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Financial Analyst

Irving Shipbuilding

Dartmouth
On-site
CAD 70,000 - 90,000
9 days ago

Financial Service Representative, Laval

Canadian Imperial Bank of Commerce

Laval
On-site
CAD 45,000 - 55,000
9 days ago

Financial Advisor - Parkland Square

Servus Credit Union

Red Deer
On-site
CAD 50,000 - 70,000
9 days ago

Financial Accountant and Compliance Manager

ZipRecruiter

Warwick
Hybrid
CAD 75,000 - 113,000
9 days ago

Senior Financial Operations Analyst

TES The Employment Solution

Ontario
Hybrid
CAD 80,000 - 100,000
9 days ago

Sr. Financial Advisor - CIRO-ID (Urban) [Richmond Hill, Scarborough, Durham]

Canadian Imperial Bank of Commerce

Newmarket
On-site
CAD 60,000 - 80,000
9 days ago

Analyste financier

Premier Tech

Rivière-du-Loup
On-site
CAD 81,000 - 115,000
10 days ago

Senior Financial Analyst

Legislative Assembly Office

Edmonton
On-site
CAD 80,000 - 100,000
10 days ago

Programme de stage 2026 - Programme de finances et de comptabilité

Bell Canada

Mississauga
Hybrid
CAD 40,000 - 50,000
10 days ago

Senior Financial Analyst

Max Insurance

Kitchener
On-site
CAD 65,000 - 85,000
10 days ago

Financial Analyst, Program Engineering

Bombardier

Dorval
Hybrid
CAD 70,000 - 90,000
10 days ago

Financial Analyst

Canadian Blood Services

Ontario
Hybrid
CAD 75,000 - 95,000
10 days ago

Financial Accountant

GroupHEALTH

Surrey
On-site
CAD 63,000 - 68,000
10 days ago

Senior Financial Analyst II

YMCA of Greater Toronto

Ontario
Hybrid
CAD 80,000 - 90,000
10 days ago

Chief Financial Officer

Mercer Bradley

Winnipeg
Hybrid
CAD 150,000 - 250,000
10 days ago

Financial Analyst, University Library

University of Saskatchewan

Saskatchewan
Hybrid
CAD 69,000 - 108,000
10 days ago

Financial Clerk

University of Guelph

Guelph
On-site
CAD 40,000 - 60,000
10 days ago

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Financial Planner, Investment & Retirement Planning
0000050007 Royal Bank of Canada
Regina
On-site
CAD 60,000 - 80,000
Full time
9 days ago

Job summary

A leading financial services provider seeks an experienced Investment and Retirement Planner in Regina, SK. You will offer customized investment solutions and advice to clients, leveraging internal partnerships for referrals. The ideal candidate has a financial planning designation, mutual funds license, and at least two years of experience. Join a dynamic team with a comprehensive rewards program and opportunities for development.

Benefits

Comprehensive Total Rewards Program
Flexible work schedule
World-class training programs
Innovative mobile technology

Qualifications

  • Minimum 2 years' experience in financial planning.
  • Proven networking and client acquisition skills.

Responsibilities

  • Provide tailor-made financial planning advice and solutions.
  • Acquire and consolidate existing and new-to-RBC clients.
  • Develop external business referral sources through networking.

Skills

Financial Planning Designation (QAFP, PFP or CFP)
Mutual Funds License (IFIC or CSC)
Networking and client acquisition skills
Ability to cultivate partner relationships
Digital savviness
Job description
Overview

What is the opportunity? As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients in Regina, SK (please be advised specific location is to be determined and successful incumbent must be mobile within the Regina Market). 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.

Responsibilities
  • Provide tailor-made financial planning advice and solutions using our 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
Qualifications
  • Financial Planning Designation (QAFP, 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
Job Details
  • Address: 2441 7 AVE N, Regina
  • City: Regina
  • Country: Canada
  • Work hours / week: 37.5
  • Employment Type: Full time
  • Platform: PERSONAL & COMMERCIAL BANKING
  • Job Type: Regular
  • Pay Type: Commission
  • Posted Date: 2025-03-04
  • Application Deadline: 2025-09-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. RBC is an Equal Opportunity Employer and is committed to building a diverse and inclusive workforce.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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