Current jobs related to Financial Planner Relationship - MONTROYAL - Royal Bank of Canada
-
Merchandise Planner
3 months ago
Mont-royal, Canada Groupe Dynamite Inc. Full time**Merchandise Planner** Groupe Dynamite is a leading fashion digital retailer with two brands at the heart of our success, Garage and Dynamite. With over 300 stores in Canada and the U.S., and more than 4,000 people, we have been making our mark on fashion since 1975. Our core strengths are rooted in our team, our innovation and our customers. We are proud...
-
Merchandise Planner
4 weeks ago
Mont-royal, Canada Groupe Dynamite Inc. Full time**Merchandise Planner** Groupe Dynamite is a leading fashion digital retailer with two brands at the heart of our success, Garage and Dynamite. With over 300 stores in Canada and the U.S., and more than 4,000 people, we have been making our mark on fashion since 1975. Our core strengths are rooted in our team, our innovation and our customers. We are proud...
-
Financial Analyst
1 week ago
Mont-Royal, Quebec, Canada Dollarama Full timeAbout the RoleDollarama is seeking a highly skilled Financial Analyst and Planner to join our team. As a key member of our finance department, you will play a critical role in supporting our business growth and success.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decision-making.Conduct financial analysis and...
-
Financial Analyst
1 week ago
Mont-Royal, Quebec, Canada Dollarama Full timeAbout the RoleDollarama is seeking a highly skilled Financial Analyst and Planner to join our team. As a key member of our finance department, you will play a critical role in supporting our business growth and success.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decision-making.Conduct financial analysis and...
-
Financial Analyst
2 weeks ago
Mont-Royal, Quebec, Canada Dollarama Full timeAbout the RoleDollarama is seeking a highly skilled Financial Analyst and Planner to join our team. As a key member of our finance department, you will play a critical role in supporting our business growth and success.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decision-making.Conduct financial analysis and...
-
Financial Analyst
2 weeks ago
Mont-Royal, Quebec, Canada Dollarama Full timeAbout the RoleDollarama is seeking a highly skilled Financial Analyst and Planner to join our team. As a key member of our finance department, you will play a critical role in supporting our business growth and success.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decision-making.Conduct financial analysis and...
-
Financial Services Representative
3 months ago
Mont-royal, Canada CIBC Full timeWe’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 Services Representative
3 months ago
Mont-royal, Canada CIBC Full timeWe’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 Services Representative
3 months ago
Mont-royal, Canada CIBC Full timeWe’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 Services Representative
3 months ago
Mont-royal, Canada CIBC Full timeWe’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...
-
Maintenance Supervisor
3 months ago
Mont-royal, Canada Stefanini, Inc Full time**Stefanini Group is hiring!** **Stefanini is looking for **Maintenance Supervisor (1**st** Shift)** in **Mont Royal, Quebec CAN** **(Onsite)** **For quick apply, please reach out to **Beatriz BRIE Pascua** The Maintenance Supervisor reports to the Manufacturing Manager and supervises a technical team composed of mechanics, electrical technicians,...
-
Personal Banking Associate
3 months ago
Mont-royal, Canada BMO Financial Group Full time2305 chemin Rockland Mont-Royal Quebec,H3P 3E9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...
-
Financial Services Representative
3 months ago
Mont-royal, Canada CIBC Full timeWe’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...
-
Maintenance Supervisor
4 months ago
Mont-royal, Canada eTeam Inc. Full time**Role Summary**: The Maintenance Supervisor reports to the Director of Maintenance and supervises a technical team composed of mechanics, electrical technicians, planners, coordinators spread over different shifts. In a context of continuous improvement, his role is mainly to ensure compliance with health and safety standards, quality standards, the...
-
Maintenance Supervisor
3 months ago
Mont-royal, Canada Stefanini Full timeWe are looking for a **Maintenance Supervisor **for a huge food manufacturing company! **Job Details**: SHIFT: 1st shift (6am-2:30pm) Pay: $90,000k - $105,000k (Salary) Location: Mont-Royal, Qu H4P 2K9 The Maintenance Supervisor reports to the Manufacturing Manager and supervises a technical team composed of mechanics, electrical technicians, planners,...
-
Client Relationship Specialist
1 month ago
Mont-Saint-Hilaire, Quebec, Canada National Bank Full timePosition Overview: Banking Advisor at National BankAs a Banking Advisor, you will play a crucial role in enhancing the financial well-being of our clients. This position offers a diverse range of responsibilities that positively influence both clients and team members.Key Responsibilities:Employ your analytical expertise to deliver tailored financial...
-
Director of Catering and Conference Services
7 days ago
Annapolis Royal, Canada Fox Harb'r Resort Full timeThe Director of Catering and Conference Services’s role is to manage and supervise the Catering & Conference Services department, liaise with and provide accurate and timely information to all the Resort’s operation departments of the needs and commitments made for meetings, conferences, events and catering bookings being hosted at Fox Harb’r Resort....
-
Financial Officer
3 weeks ago
Annapolis Royal, Canada Lawrie Group of Home Hardware Stores Full timeThe Financial Officer is responsible for processing financial transactions, maintaining accurate financial records, managing multiple accounts payable and receivables, and assisting with budget and year end preparation and financial reporting. This role ensures compliance with accounting standards and procedures, supports month-end closing activities, and...
-
Project Coordinator
19 hours ago
Mont-Royal, Quebec, Canada SAJO Full timeProject Coordinator, Design BuildSAJO is a leading general contractor and project management firm specializing in interior retail construction. We are seeking a dynamic individual to join our team as a Project Coordinator, Design Build.Responsibilities:Project Insight and Cost Management: Provide valuable insights into project constructability and propose...
-
Project Coordinator
2 days ago
Mont-Royal, Quebec, Canada SAJO Full timeProject Coordinator, Design BuildSAJO is a leading general contractor and project management firm specializing in interior retail construction. We are seeking a dynamic individual to join our team as a Project Coordinator, Design Build.Responsibilities:Project Insight and Cost Management: Provide valuable insights into project constructability and propose...
Financial Planner Relationship
4 months ago
Job Summary
Job Description
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
What do you need to succeed?
Must-have
Financial Planning Designation (IPF) or in the process of completion
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
This role requires fluency in both French and English in order to serve RBCâs French and English-speaking customers in this market
Whatâs 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.
Full-time RBC employee status with unlimited earning potential and full benefits
Work with a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Flexible work/life balance options
Job Skills
Business Development, Client Centricity, Communication, Long Term PlanningAdditional Job Details
Address:
1427 BOUL GRAHAM:MONT-ROYALCity:
MONT-ROYALCountry:
CanadaWork hours/week:
37.5Employment Type:
Platform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-05-27Application 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.