Investment & Retirement Planner — Client-Focused Advisor

2 weeks ago


Quebec, Canada RBC Full time

A leading financial institution in Quebec is seeking a Financial Planner to develop relationships and create custom investment solutions. The ideal candidate will possess a financial planning designation, a mutual funds license, and at least 2 years of experience in financial planning. With unlimited earning potential and a full benefits package, this role offers a dynamic, collaborative work environment with opportunities for professional growth and a work-life balance.
#J-18808-Ljbffr



  • Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...


  • Quebec, Canada RBC Full time

    Job Description 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...


  • Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Being an Investment and Retirement Specialist means working for a recognized bank by supporting your clients in developing investment strategies that are tailored to their needs. You will stand out by your determination, your networking skills...


  • LA SARRE, Quebec, Canada Royal Bank of Canada Full time

    Job Summary Job Description** This is an opportunity for l'Abitibi region **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...


  • Quebec, Canada Scotiabank Full time

    A leading bank in the Americas is seeking an Investment & Personal Banking Specialist committed to delivering outstanding customer service. In this role, you will be responsible for providing trusted financial advice, creating financial plans, and building long-term relationships with clients. The ideal candidate will have sales management experience, a...


  • Quebec, Canada Scotiabank Full time

    A leading bank in the Americas is seeking an Investment & Personal Banking Specialist committed to delivering outstanding customer service. In this role, you will be responsible for providing trusted financial advice, creating financial plans, and building long-term relationships with clients. The ideal candidate will have sales management experience, a...


  • (s): Canada : Quebec : Brossard Scotiabank Global Site Full time

    Requisition ID: 247974Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...


  • (s): Canada : Quebec : Montreal Scotiabank Global Site Full time

    Requisition ID: 245684Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the...


  • (s): Canada : Quebec : Montreal Scotiabank Global Site Full time

    Requisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM...


  • Quebec, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Financial Planning is a cornerstone of the MD Signature Private Wealth Management (MDS) offer. In MDS we work with some of Canada’s most successful physicians and their families to provide end‑to‑end financial planning services, tailored to meet our...