Financial Planner Relationship- EN
3 weeks ago
Overview 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 clients’ 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 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. Responsibilities 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 Qualifications Financial Planning Designation (IPF) Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning Proven networking and client acquisition skills Ability to develop a strong referral network Bilingualism (English and French) required, as you will serve clients in both languages Benefits 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 Details Address: 351 AV LAURIER O, MONTRÉALCity: MontréalCountry: CanadaWork hours/week: 37.5Employment type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob type: RegularPay type: Salaried Application Deadline 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. Additional Information Join our Talent Community to stay in‑the‑know about great career opportunities at RBC. #J-18808-Ljbffr
-
Financial Planner Relationship- EN
4 weeks ago
Montreal, Canada RBC Full timeJoin to apply for the Financial Planner Relationship- EN role at RBC2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Relationship- EN role at RBCGet AI-powered advice on this job and more exclusive features.Job Description** This is an opportunity for the Centre-Sud of Montréal region **Job SummaryJob Description** This is...
-
Financial Planner Relationship- EN
4 weeks ago
Montreal, Canada RBC Full timeJoin to apply for the Financial Planner Relationship- EN role at RBC2 days ago Be among the first 25 applicantsJoin to apply for the Financial Planner Relationship- EN role at RBCGet AI-powered advice on this job and more exclusive features.Job Description** This is an opportunity for the Centre-Sud of Montréal region **Job SummaryJob Description** This is...
-
Financial Planner
7 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...
-
Financial Planner
1 week ago
Montreal, Canada BMO Financial Full timeApplication Deadline:12/04/2025Address:630 boul Rene Levesque OuestJob Family Group:Retail Banking Sales & ServiceJoignez-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...
-
Financial Planner
1 week ago
Montreal, Canada BMO Financial Full timeApplication Deadline:12/04/2025Address:630 boul Rene Levesque OuestJob Family Group:Retail Banking Sales & ServiceJoignez-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...
-
Financial Planner Relationship
2 days ago
Montreal, Quebec, Canada RBC Full time $80,000 - $120,000 per yearJob DescriptionWhat 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 clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
-
Financial Planner Relationship
1 week ago
Montreal, Quebec, Canada Royal Bank of Canada Full time $50,000 - $150,000 per yearJob Description** This is an opportunity for an FP stagiaire position in the West Island region **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 clients' financial circumstances, creating long-term relationships through...
-
Financial Planner Relationship
2 days ago
Montreal, Quebec, Canada Royal Bank of Canada Full time $90,000 - $118,000 per yearJob Summary Job Description** This is an opportunity for the Centre-Sud of Montréal region **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 clients' financial circumstances, creating long-term relationships through...
-
Financial Planner Relationship
2 days ago
Montreal, Quebec, Canada RBC Full time $80,000 - $120,000 per yearJob DescriptionWhat 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 clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
-
Financial Planner
1 week ago
Montreal, Canada BMO Financial Group Full timeApplication Deadline: 12/04/2025 Address: 630 boul Rene Levesque Ouest Job Family Group: Retail Banking Sales & Service Overview 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...
