Financial Planner, Investment and Retirement Planning

1 week ago

Montreal, Canada RBC - Royal Bank Full time
Job Summary

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?
  1. 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
  2. Acquire and consolidate existing and new-to-RBC clients and assets
  3. Connect clients with the right RBC team members to help continuously meet their needs
  4. 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

  1. Financial Planning Designation (IQPF) or in the process of completion
  2. Mutual Funds License (IFIC or CSC)
  3. Minimum 2 years' experience in financial planning
  4. Proven networking and client acquisition skills
  5. Ability to cultivate strong partner relationships
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

#J-18808-Ljbffr

  • Financial Planner, Investment and Retirement Planning

    2 weeks ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job Summary 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...

  • Financial Planner, Investment and Retirement Planning

    1 week ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job Summary 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...

  • Financial Planner, Investment and Retirement Planning

    5 days ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job Summary 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...

  • Financial Planner, Investment and Retirement Planning

    Found in: beBee jobs CA - 1 week ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    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....

  • Financial Planner, Investment and Retirement Planning

    Found in: Talent CA C2 - 1 week ago

    Montreal, Canada Royal Bank of Canada> Full time

    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....

  • Financial Planning Specialist

    4 days ago

    Montreal, Canada Royal Bank of Canada Full time

    Job Summary Job Description What 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

    4 days ago

    Montreal, Canada Royal Bank of Canada Full time

    Job Summary Job Description What 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

    4 days ago

    Montreal, Canada Royal Bank of Canada Full time

    Job Summary Job Description What 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

    Found in: beBee jobs CA - 1 week ago

    Montreal, Quebec, 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 Planner

    Found in: Talent CA 2 C2 - 6 days ago

    Montreal, Canada BMO Full time

    Application Deadline: 04/26/2024Address:5353 Chemin Queen MaryProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Financial Planner

    Found in: Talent CA 2 C2 - 3 days ago

    Montreal, Canada BMO Full time

    Application Deadline: 05/03/2024Address:2099 boulevard Marcel-LaurinProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides...

  • Investment and Retirement Specialist

    Found in: beBee S CA - 2 weeks ago

    Montreal, Canada National Bank Full time

    Job Posting Attendance On-Site Job Number: 20141 Category: Intermediate Professional Status: Permanent Type of Contract: Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date: 15-Mar-2024 Location: Montreal, Quebec City Montreal Province/State: Quebec Area of Interest: Wealth management A career as an Investment and Retirement...

  • Financial Planning Specialist

    Found in: Talent CA C2 - 1 week ago

    Montreal, 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

    Found in: beBee S CA - 5 days ago

    Montreal, Canada RBC - Royal Bank 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 Planner

    Found in: Talent CA C2 - 6 days ago

    Montreal, Canada Scotiabank Full time

    As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. You know how to leverage your external networks and centers of influence...

  • Financial Planning Specialist/Spécialiste en planification financière

    Found in: Talent CA C2 - 6 days ago

    Montreal, 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 jobs CA - 1 week ago

    Montreal, Quebec, Canada RBC - Royal Bank 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...

  • ScotiaMcLeod Senior Financial Planning Associate

    Found in: Talent CA C2 - 1 week ago

    Montreal, Canada Scotiabank Full time

    Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The primary purpose of the Senior...

  • Financial Planning Analyst

    Found in: Talent CA C2 - 1 week ago

    Montreal, 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 Planning Analyst

    Found in: beBee S CA - 2 weeks ago

    Montreal, Canada RBC - Royal Bank 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...