2 Jobs Found
Financial Planner, Investment & Retirement Planning Full-time Job
Financial Services HanoverJob Details
As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the HANOVER AND SURROUNDING MARKETS (Please be advised, specific location is to be determined). 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 (PFP® or CFP® or QAFP®)
- 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
RBCFP
Job Skills
Additional Job Details
Address:
287 10 ST:HANOVER
City:
HANOVER
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Commission
Application Deadline:
2024-02-29
Financial Planner, Investment & Retirement Planning
Royal Bank Of Canada
Hanover - 47.14kmFinancial Services Full-time
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Jr Financial Analyst Full-time Job
Financial Services KitchenerJob Details
The Sales Analyst will work as a valued member of CBRE Southwestern Investment Team. This role represents the opportunity to work within a supportive team dedicated to developing and enhancing new skills/knowledge with a positive and professional attitude. The Sales Analyst role will work under supervision to conduct real estate and market analyses and assist with the preparation of pitch and marketing materials.
Responsibilities include preparing financial models to evaluate various types of real estate investments, conducting research and assisting with the preparation of presentations, analyzing financial data, reviewing and interpreting lease documentation and property-level financials, and summarizing economic and real estate market trends.
Essential Duties & Responsibilities
· Assist in the development and detailed modeling of complex real estate transactions.
· Draft pitch materials, information memoranda, and PowerPoint presentations.
· Research market information and trends; prepare reports and provide support to senior staff in the completion of reports.
· Prepare financial models in Argus and Excel used to evaluate all types of real estate investments.
· Interact with sales representatives with respect to underwriting issues.
· Evaluate and analyze a variety of financial results and indicators.
· Assist with special ad-hoc projects, presentations, and initiatives as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty at the highest level. The requirements listed below are representative of the knowledge, skill, and/or ability required.
· Bachelor's degree (BA/BS) from a four-year college or university preferably in real estate, finance, business, or accounting.
· 1-2 years relevant industry work experience preferred.
· Highly proficient in Microsoft Excel and PowerPoint.
· Knowledge of Argus is an asset.
· Excellent written and verbal communication skills.
· Strong organizational and analytical skills.
· Ability to provide efficient, timely, reliable, and courteous service to clients.
· Ability to effectively present information in written and verbal form to subordinates, clients, and supervisors.
· Solid grounding in financial concepts is required.
· Excellent conceptual, analytical and problem-solving skills to solve real estate issues and identify value-added opportunities.
· Previous exposure to the commercial real estate industry is an asset.
Jr Financial Analyst
CBRE
Kitchener - 48.67kmFinancial Services Full-time
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