Financial Planner Relationship

1 week ago


POINTECLAIRE, Canada Royal Bank of Canada Full time

Job Summary

Job Description

** This is an opportunity for the West Island region **

What 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 clientsâ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.

Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions

  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

  • Manage a book of 350 clients

What do you need to succeed?

Must-have

  • Financial Planning Designation (IQPF)

  • Mutual Funds License (IFIC or CSC)

  • Minimum 3 yearsâ experience in financial planning

  • Proven networking and client acquisition skills

  • Ability to develop a strong referral network

  •  The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs

    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

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

610 BOUL ST JEAN:POINTE-CLAIRE

City:

POINTE-CLAIRE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-08

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.



  • Pointe-Claire, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob Description** This is an opportunity for the West Island region **What 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,...


  • Pointe-Claire, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob Description** This is an opportunity for the West Island region **What 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,...


  • Pointe-Claire, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description** This is an opportunity for the West Island region **What 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,...


  • Pointe-Claire, Canada RBC - Royal Bank Full time

    Job SummaryJob Description** This is an opportunity for the West Island region **What 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,...

  • Relationship Manager

    3 weeks ago


    Pointe-Claire, Canada BMO Financial Group Full time

    6500 Trans-Canada Hwy, #130 Pointe-Claire Quebec,H9R 0A5 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies,...


  • Pointe-Claire, Canada Chameleon Innovations Full time

    **About Us**: - Chameleon Innovations is a dynamic, medium-sized manufacturing business, proudly family-owned and managed since 1996. Specializing in innovative rolling tarps for transport and retractable enclosure solutions for industrial use, we are committed to delivering exceptional quality and service that enhances our customers' lives._ **Location**:...


  • Pointe-Claire, Quebec, Canada Chameleon Innovations Full time

    About Us: Chameleon Innovations is a dynamic, mediumsized manufacturing business, proudly familyowned and managed since 1996. Specializing in innovative rolling tarps for transport and retractable enclosure solutions for industrial use, we are committed to delivering exceptional quality and service that enhances our customers' lives._Location:...


  • Pointe-Claire, Canada Collège CDI Full time

    **À propos** Le Planificateur du financement étudiant, qui travaille sous supervision générale, effectue les entrevues en lien avec le financement étudiant, prodigue des conseils en lien avec les options de financement, complète le processus d’admission et assure le service à la clientèle. De plus, le Planificateur du financement étudiant...


  • Pointe-Claire, Quebec, Canada Collège CDI Full time

    **À propos**Le Planificateur du financement étudiant, qui travaille sous supervision générale, effectue les entrevues en lien avec le financement étudiant, prodigue des conseils en lien avec les options de financement, complète le processus d'admission et assure le service à la clientèle. De plus, le Planificateur du financement étudiant exécute...


  • Pointe-Claire, Quebec, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. You'll be joining CIBC's Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you'll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    4 weeks ago


    Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...