Regional Financial Planning Consultant

3 months ago

Montréal QC, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

The P&CB Financial Planning Centre of Expertise enables our Financial Planning Professionals to help our clients achieve their life goals by delivering an outstanding financial planning experience with a high degree of confidence and capability.

**What will you do?**
- Coach and mentor Financial Planners on all aspect of the financial planning process (Your Future By Design® Advice Experience)
- Be a Subject Matter Expert for sound guidance on broad range of technical tax, estate, financial planning ideas and strategies
- Effectively communicate expert knowledge around issues affecting Mass Affluent individuals and business owners such a transitioning into retirement, investing through holding companies, sale of a business, wealth transfer etc.
- Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across the organization
- Conduct presentations to Financial Planners on financial planning topics; Marketing and promotion of planning tools to Financial Planners
- Collaborate with other in-market support roles for driving the development and implementation of sales effectiveness, sales strategy and sales communications

**What do you need to succeed?**
- IQPF Diploma Required

**What’s in it for you?**

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work

**Job Skills**

Business Owner Planning, Communication, Estate Planning Law, Estate Tax Planning, Finance Strategy, Income Tax Planning, Investment Planning, Strategic Selling

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-09-16

**Application Deadline**:
2024-10-01

**I**nclusion** 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.

**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.

  • Regional Director, High Net Worth Planning, Eastern

    3 months ago

    Montréal, QC, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest MONTREAL Quebec,H3B 4W8 Eastern Canada includes Quebec and Maritimes region. Leads a team of wealth and specialized planners to deliver exceptional client experiences and support the overall growth of the Private Wealth business to deliver on our vision to becoming the premier wealth planning organization. Provides wealth...

  • Associate Financial Consultant, Md Wealth

    4 weeks ago

    Montréal, QC, Canada MD Financial Management Full time

    Requisition ID: 209005 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Associate Financial Consultant (AFC) assists MD’s physician clients and their families in achieving their personal financial goals. The AFC will work closely with a team of Advisors and Specialists to gain a broad...

  • Financial Planning Consultant

    2 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...

  • Regional Administrative Specialist, Md Financial

    2 months ago

    Montréal, QC, Canada MD Financial Management Full time

    Requisition ID: 210088 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. As top talent in today’s market, we appreciate you have choices. We understand that you’re carefully evaluating everything we...

  • Regional Consultant

    7 months ago

    Montréal, Canada Invesco Full time

    As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

  • Regional Administrative Specialist

    6 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 201242 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. French because: they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and/or they will serve and...

  • Franchise Business Consultant

    6 months ago

    Montréal, Canada Booster Juice Full time

    **Job description** As a **Franchise Business Consultant,** you will be responsible for managing your region and their respective franchise partners. You will help your franchise partners fulfill the Booster Juice brand promise “To offer **premium** products while providing an **extraordinary** customer experience in a **clean** and **safe**...

  • Regional Administrative Specialist, Md Financial

    4 months ago

    Trois-Rivières, QC, Canada MD Financial Management Full time

    Requisition ID: 200887 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. As top talent in today’s market, we appreciate you have choices. We understand that you’re carefully evaluating everything we...

  • Financial Planning Analyst

    2 months ago

    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **This is not a **Financial Analyst** role but rather a **Retirement & Wealth Planning** role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.** **What is the opportunity?** As an integral part of the Family Office Service (FOS) team, the...

  • Bilingual Wealth Planning Analyst

    3 weeks ago

    Montréal, QC, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Bilingual Wealth Planning Analyst

    3 weeks ago

    Montréal, QC, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • [Internship] Planning Analyst

    3 weeks ago

    Montréal, QC, Canada CI Financial Full time

    APERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...

  • Regional Manager, Md Wealth

    3 months ago

    Montréal, QC, Canada MD Financial Management Full time

    Requisition ID: 207918 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...

  • Regional Vendor Manager

    2 weeks ago

    Montréal, QC, Canada Definity Financial Corporation Full time

    Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace...

  • Regional Director, Total Wealth Planning

    1 month ago

    Montréal, QC H3A 3L6, Canada Scotiabank Full time

    Requisition ID: 210213 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose** The Regional Director, Eastern Canada plays a key role in the execution of Canadian Wealth Management’s strategy by leading the delivery of Total Wealth Planning (TWP) and Canadian** **Wealth Insurance Services...

  • Regional Administrative Specialist

    6 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 193851 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As top talent in today’s market, we appreciate you have choices. We understand that you’re carefully evaluating everything we have to offer before hitting the ‘submit resume’ button. We know that you are looking for an...

  • Associate Financial Consultant

    6 months ago

    Montréal, Canada MD Financial Management Full time

    Requisition ID: 199505 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Financial Consultant - Digital Channels to join our team. Reporting to the...

  • Regional Head of Operations

    6 months ago

    Montréal, Canada BMO Financial Group Full time

    1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports Private Wealth Quebec in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. -...

  • Director, Financial Planning

    2 months ago

    Montréal, QC, Canada Egis Canada Ltd. Full time

    Are you ambitious and looking to make the right move in your career? Now is the perfect time to join Egis. Egis is experiencing substantial growth in North America, now made up of over 1,000 engineers, architects and planners across Canada and the USA. This strategic move underscores our commitment to investing in North America, propelling our expansion to...

  • Regional Sales Representative

    3 weeks ago

    Montréal, QC, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for a **Regional Sales Representative** in Montreal, QC. Our organization is strong, and we’re getting stronger. Join our wealth inside sales team where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re looking for top talent who aspire to be in...