Financial Planner, Investment and Retirement Planning- EN
1 week ago
Financial Planner, Investment and Retirement Planning- EN 2 days ago Be among the first 25 applicants 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 you’re 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 What do you need to succeed? Must‑have Financial Planning Designation (IPF) Mutual Funds License (IFIC or CSC) Minimum 2 years’ experience in financial planning Proven networking and client acquisition skills Ability to cultivate strong partner relationships What are the advantages for you? 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 Adaptability, Business Development, Client Centricity, Curiosity Additional Job Details Address: 13135 BOUL GOUIN O:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-11-25 Application Deadline: 2025-11-25 (Applications will be accepted until 11:59 PM on the day prior to the application deadline date above) Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. 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 #J-18808-Ljbffr
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Montreal, Canada RBC Full timeJob Description Join RBC as a Financial Planner, Investment and Retirement Planning professional. You will develop relationships, create custom investment solutions for prospective and existing RBC clients, and support your prospecting and networking activity with referrals from internal partners. Your creativity, motivation and drive to generate new...
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Strategic Financial Planner: Investments
1 week ago
Montreal, Canada RBC Full timeA leading financial institution in Montreal seeks a Financial Planner specialized in Investment and Retirement Planning. You will provide custom investment solutions, develop client relationships, and enjoy unlimited earning potential. The ideal candidate has the necessary financial planning designations and minimum 2 years of experience in the field. The...
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Montreal, Canada Royal Bank of Canada> Full timeJob 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. Your...
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Financial Planner
1 week ago
Montreal, Canada RBC Full timeA leading financial institution in Montreal is seeking a Financial Planner for Investment and Retirement Planning. The role involves providing tailored financial advice, acquiring clients, and developing strong professional relationships. Ideal candidates have a Financial Planning Designation, mutual funds license, and at least two years of experience in...
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Montreal, Quebec, Canada RBC Full time $80,000 - $120,000 per yearJob 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. Your...
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Montreal, Quebec, Canada RBC Full time $80,000 - $150,000 per yearJob 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. Your...
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Bilingual Financial Planner
4 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be...
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Bilingual Financial Planner
4 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be...
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Bilingual Financial Planner
4 weeks ago
Montreal, Canada Scotiabank Full timeA leading financial institution in Anjou, Quebec is looking for a Financial Planner to join their retail branch network. In this role, you'll establish and deepen client relationships, provide expert financial advice, and promote investment business growth. Candidates should have experience in financial planning, hold relevant certifications, and be...
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Financial Planner
5 days ago
Montreal, Canada BMO Financial Full timeApplication Deadline: 12/04/2025 Address: 630 boul Rene Levesque Ouest Job Family Group: Retail Banking Sales & Service Joignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes possibilités de...
