Financial Planner, Investment and Retirement Planning

Found in: beBee S CA - 2 weeks ago

MONTRÃAL, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and 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 hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

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
  • This role requires fluency in both French and English in order to serve RBCâs French and English-speaking customers in this market

What do you need to succeed?

Must-have

  • Financial Planning Designation (IQPF) or in the process of completion
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 yearsâ experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationship

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success.

  • Network and develop lasting relationships with students from diverse backgrounds across Canada
  • Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
  • Leaders who support your development with coaching and learning opportunities
  • Work in a dynamic, collaborative, progressive and high-performance team
  • Ability to make a difference and lasting impact
  • Enjoy a comfortable work environment with the ability to dress casually

EVPP4

Job Skills

Additional Job Details

Address:

4119 RUE JEAN TALON E:MONTRÃAL

City:

MONTRÃAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2024-03-13

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

  • Financial Planning Specialist

    Found in: beBee S CA - 1 week ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist/Spécialiste en planification financière

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Analyst

    Found in: beBee S CA - 1 week ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...

  • Financial Planner Relationship

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

  • Financial Planner Relationship

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

  • Expert Banking Advisor

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the East-End of Montreal locations (Mount-Royal, Saint-Leonard, Anjou, Riviere-des-Prairies, Pointe-aux-Trembles) **What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value...

  • Expert Banking Advisor

    Found in: beBee S CA - 7 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description***This is an opportunity for candidates to express their interest in current and future positions in the East-End of Montreal locations (Mount-Royal, Saint-Leonard, Anjou, Rivière-des-Prairies, Pointe-aux-Trembles) ***What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our...

  • Expert Banking Advisor

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Greater Montreal (Downtown) and South-West of Montreal locations**What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by...

  • Financial Security Advisor, Insurance

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....

  • Financial Security Advisor, Insurance

    Found in: beBee S CA - 1 week ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....

  • Financial Security Advisor, Insurance

    Found in: beBee S CA - 3 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....

  • Planificateur(rice) Principal(e)

    Found in: beBee S CA - 2 weeks ago

    Montréal, Canada AtkinsRéalis Full time

    Job DescriptionPlanificateur(rice) principal(e)Veuillez noter que cet affichage de poste a pour but de constituer une banque de candidatures pour des besoins futurs. Si vous êtes a la recherche d'un employeur qui a des projets internationaux d'ingénierie de grande envergure a vous proposer. Si vous souhaitez faire la différence auprès d'une...

  • Portfolio Management Consultant

    Found in: beBee S CA - 2 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices related to RBC DS discretionary programs (A+ and PIM). You...

  • Disability Claims Analyst

    Found in: beBee S CA - 12 hours ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Remote work available in the province of Quebec, Ontario, New-Brunswick, Alberta and Manitoba.As a Bilingual Disability Claims Analyst, you will adjudicate and manage disability claims in a team-oriented, multi-disciplinary, digital environment. You will be responsible for ensuring claims are recertified and...

  • Gestionnaire, Contrôles financiers et gouvernance\\Manager, Financial Controls

    Found in: beBee S CA - 2 weeks ago

    Montréal, Canada AtkinsRéalis Full time

    Job DescriptionGestionnaire, contrôles financiers et gouvernanceAtkinsRéalis est en pleine transformation et cherche de nouvelles façons de faire évoluer ses services professionnels dans un environnement en constante évolution dans lequel nous vivons aujourd'hui. L'organisation des finances doit être agile et dynamique pour soutenir ses...

  • Banking Advisor Format

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to...

  • Banking Advisor

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Greater Montreal (Downtown) and South-West of Montreal locations**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client...

  • Banking Advisor

    Found in: beBee S CA - 2 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the East-End of Montreal locations (Mount-Royal, Saint-Leonard, Anjou, Riviere-des-Prairies, Pointe-aux-Trembles) **What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving...

  • Banking Advisor

    Found in: beBee S CA - 6 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description***This is an opportunity for candidates to express their interest in current and future positions in the East-End of Montreal locations (Mount-Royal, Saint-Leonard, Anjou, Riviere-des-Prairies, Pointe-aux-Trembles) **What is the opportunity?This unique position calls on your client-focused sales expertise and natural...

  • Banking Advisor

    Found in: beBee S CA - 3 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the Greater Montreal (Downtown) and South-West of Montreal locations**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client...