Financial Planner Relationship
1 week ago
Job Description
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 superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what 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.
What will you do?
- 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
What do you need to succeed?
Must-have
- 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 regularly serve our clients with English and French-speaking needs.
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.
- 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
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address:
351 AV LAURIER O: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:
2025-11-14
Application Deadline:
Note: 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.
-
Financial Planner
4 weeks ago
Montréal, 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, Branch Network
7 days ago
Montréal, QC HN G, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleInternally 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 team's overall...
-
Material Planner
6 days ago
Montréal, Canada Buzzclan Full time**Job Title**:Material Planner **Location**:10925, Louis-H. Lafontaine Blvd, Montreal You want to make an immediate impact within the organization, and work with people who are focused on quality every step of the way. You’re a self-starter who is able to build relationships with external partners, as well as maintain alignment with internal teams. You...
-
Resource Planner
6 days ago
Montréal, Canada KPMG Full timeOverview: Resource planning is a critical business function at KPMG. It ensures that we have the right people, with the right skills, in the right locations, available at the right time. Working closely with the business, Resource Management ensures the effective utilization and development of our people. Your role contributes significantly to KPMG...
-
Montréal, Canada Scotiabank Full timeRequisition ID: 230014 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Practice Management Consultant, you are a member of Scotia Securities Inc. focused on providing practice management and product strategy support to a territory of a Financial Planner on the Scotia Financial Planning Team. In this...
-
Relationship Manager
1 day ago
Montréal, Canada BMO Financial Group Full time6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8 Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies,...
-
Business Banking Relationship Manager
2 weeks ago
Montréal, Canada BMO Financial Group Full time119 rue St-Jacques ouest MONTREAL Quebec,H2Y 1L6 Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies...
-
Total Wealth Planner
2 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 216954 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...
-
Financial Planning Intern
20 hours ago
Quebec and Atlantic Montréal, Quebec, Canada IG Wealth Management Full timeIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out...
-
Montréal, Canada National Bank of Canada Full timeAs a Relationship Manager, Financial Institutions Group (FIG) at National Bank of Canada, you will facilitate relations with global correspondent banks to cultivate and sustain business relationships aimed at facilitating payment streams and bolstering bank revenues. This position allows you to have a positive impact on the organization through your ability...
