Current jobs related to Financial Planner, Investment and Retirement Planning - Montreal, Quebec - Royal Bank of Canada
-
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job Title": "Financial Planner Investment and Retirement Planning", "Job Summary": "We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob Opportunity OverviewAs a Royal Bank of Canada Financial Planner, Investment and Retirement Planning Specialist, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob Opportunity OverviewAs a Royal Bank of Canada Financial Planner, Investment and Retirement Planning Specialist, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and...
-
Montreal, Quebec, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionThe ideal candidate will be required to speak Cantonese and possess excellent communication skills to effectively interact with clients.What is the Opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob 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....
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWe are seeking two (2) experienced professionals to work remotely from home to serve the Outaouais region as part of our Financial Planning team.What is the Opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWe are seeking two (2) experienced professionals to work remotely from home to serve the Outaouais region as part of our Financial Planning team.What is the Opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our comprehensive range of...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our comprehensive range of...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and sales skills to provide world-class...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and sales skills to provide world-class...
-
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job SummaryThis role offers a unique opportunity to develop relationships and create custom investment solutions for prospective and existing RBC clients.As a RBC Financial Planner, Investment and Retirement Planning, you will be responsible for providing tailormade financial planning advice and solutions using our unparalleled array of investment and...
-
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job SummaryThis role offers a unique opportunity to develop relationships and create custom investment solutions for prospective and existing RBC clients.As a RBC Financial Planner, Investment and Retirement Planning, you will be responsible for providing tailormade financial planning advice and solutions using our unparalleled array of investment and...
-
Investment Planning Advisor
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Investment Planning Advisor
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a RBC Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
-
Financial Planner, Chabanel, Montréal
1 week ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Banque Scotia. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Financial Planner, Chabanel, Montréal
1 week ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Banque Scotia. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Financial Planner, Downtown Montreal
1 day ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleWe are seeking a skilled Financial Planner to join our team in Montreal. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...
Financial Planner, Investment and Retirement Planning
5 months ago
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 RBC's 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 years' 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:MONTRÉALCity:
MONTRÉALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
CommissionPosted Date:
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.
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
