Columbus Financial planner, scotia financial planning Jobs – 14 Openings This Week

Financial Planner, Investment & Retirement Planning
Royal Bank of Canada —Scugog, ON
- Full-time
- Business development
- Computer networking
- Flexible schedule
10d
Scotia Jarislowsky Fraser Portfolio Administrator - Whitby
Scotiabank —Whitby, ON
- Sales
- Business development
- Bachelor's
Regional Retail Manager
AIM Kenny U-Pull —Ajax, ON
- $100,000–$125,000 a year
- Full-time
- Management
- Bachelor's
- Team management
- Tuition reimbursement
Quick apply
Associate Planner - Bowmanville
TD Bank —Bowmanville, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Scotia Jarislowsky Fraser Wealth Associate - Eastern Ontario Region
Scotiabank —Whitby, ON
- Business development
- Business
- Accounting
Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario
Scotiabank —Oshawa, ON
- Sales
Mobile Mortgage Specialist
TD Bank —Ajax, ON
- Full-time
- Sales
- Customer service
- Paid time off
Claims Consultant, Specialty - Property and Builder’s Risk
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Bachelor's
- Continuous improvement
- Travel
- Employee stock purchase plan
7d
Private Banker
TD Bank —Whitby, ON
- $81,600–$115,200 a year
- Full-time
- Bachelor's
- Paid time off
8d
Investment Advisor
Royal Bank of Canada —Oshawa, ON
- Full-time
- Sales
- Business
- Marketing
Claims Advisor, Specialty (E+O/D+O/Commercial Crime)
Intact —Ajax, ON
- $80,700–$98,700 a year
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Communication skills
- Employee stock purchase plan
14d
Claims Consultant, Specialty (E+O/D+O/Commercial Crime)
Intact —Ajax, ON
- $118,700–$145,100 a year
- Full-time
- Hybrid work
- Bachelor's
- Travel
- Communication skills
- Employee stock purchase plan
14d

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Financial Planner, Investment & Retirement Planning

Royal Bank of Canada -
Scugog, ON

Apply Now

Job details

Full-time
10 days ago

Qualifications

Business development
CFP
Computer networking
CSC
Customer acquisition

Full job description

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 (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 Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address:

210 QUEEN ST:SCUGOG

City:

Scugog

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2026-07-13

Application Deadline:

2026-07-27

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

financial planner, scotia financial planning jobs in columbus

Financial Planner, Investment & Retirement Planning

Scotia Jarislowsky Fraser Portfolio Administrator - Whitby

Regional Retail Manager

Associate Planner - Bowmanville

Scotia Jarislowsky Fraser Wealth Associate - Eastern Ontario Region

Financial Advisor, Investment & Retirement Planning - Oshawa, Ontario

Mobile Mortgage Specialist

Claims Consultant, Specialty - Property and Builder’s Risk

Private Banker

Investment Advisor

Claims Advisor, Specialty (E+O/D+O/Commercial Crime)

Claims Consultant, Specialty (E+O/D+O/Commercial Crime)

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