Financial Planner Relationship

Job SummaryJob DescriptionWhat 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....

Job SummaryJob Description*** Candidates must offer mobility in the following business centers: Place Ville Marie, West of Montreal, West Island of Montreal ***What is the opportunity?Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship...

Job SummaryJob DescriptionWhat is the opportunity?Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and...

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...

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...

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....

Job SummaryJob DescriptionWhat is the opportunity?As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with...

Job SummaryJob DescriptionWhat is the opportunity?The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with...

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

We are banking at another level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...

À propos d'AbbottAbbott est un chef de file mondial de l'industrie des soins de santé qui crée des solutions scientifiques révolutionnaires visant à améliorer la santé des gens. L'entreprise est résolument tournée vers l'avenir, à l'affût des changements qui pourraient survenir dans le domaine des sciences et des technologies médicales.Être à...

Job SummaryJob Description**** Candidates needed in the Greater Montreal region ****What is the position?As the Senior Markets Director, you serve the client segment of the Senior Commercial Markets as part of Commercial Financial Services (CFS), made up of commercial customers and with annual sales of $25 to $100 million. As the relationship manager, you...

Résumé du travailDescription du posteWhat is the opportunity?Key responsibilities Coordinate the design, development and production of corporate events for employees, executives and clients, including the following: -Executive leadership meetings, regional galas (logistics assistance), high-profile client events (ice-breakers) Annual employee events ...

Job Description:FinDev Canada is seeking an experienced Investment Officer and a Lead Investment Officer to join our new team and contribute to the successful operation of FinDev Canada. The Lead Investment Officer will work as an integral part of a team of professionals that will source, assess and manage financial transactions.[ads1]Job...

Job Description:The successful candidates will originate, structure and deliver tailored financial solutions to private sector companies and projects that contribute to the sustainable development of developing countries and to FinDev Canada's strategic objectives of job creation, women economic empowerment and climate change mitigation.We are looking to...

Job SummaryJob DescriptionWhat is the opportunity?You will develop and deliver on business priorities and improving the Client Experience through execution of sales plans to acquire new Treasury Solutions clients and sell additional Treasury services to existing clients within assigned market territory; you will provide focused financial advice and solutions...

Job SummaryJob DescriptionWhat is the opportunity?You will develop and deliver on business priorities and improving the Client Experience through execution of sales plans to acquire new Treasury Solutions clients and sell additional Treasury services to existing clients within assigned market territory; you will provide focused financial advice and solutions...

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...

As an Analyst, you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and contribute to key client communication internally and externally, support client deliverables, and...

Job DescriptionAs an Analyst, you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and contribute to key client communication internally and externally, support client...