Financial Planner Investment and Retirement Planning Specialist
7 days ago
Job Summary
Job Description
What is the Opportunity?
As a Royal Bank of Canada Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and sales skills to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can create a successful career and help clients achieve financial success.
Key Responsibilities
- Provide tailored financial planning advice and solutions using a range of investment and portfolio solutions, including proprietary and third-party mutual fund solutions
- Acquire and consolidate existing and new clients and assets
- Connect clients with the right RBC team members to help meet their needs
- Develop external business referral sources through networking, marketing, and your centres of influence
Requirements
Must-have
- Financial Planning Designation (IPF) or in the process of completion
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years' experience in financial planning
- Proven sales and networking skills
- Ability to cultivate strong partner relationships
- Bilingualism (English and French) required, as you will regularly serve clients with English and French-speaking needs.
What We Offer
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We offer a dynamic, collaborative, and progressive work environment, with opportunities for growth and development. Our team is passionate about delivering trusted advice to help clients thrive and communities prosper.
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job Skills
Adaptability, Business Development, Client Centricity, CuriosityAdditional Job Details
Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
Commission-
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob OverviewWhat is the opportunity? As a Wealth Management Advisor at RBC, you will cultivate relationships and design personalized investment strategies for both prospective and current clients. Supported by a network of internal partners who provide client referrals, your drive, creativity, and ambition to generate new investment opportunities will...
-
Expert Financial Services Professional
2 weeks ago
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the financial services industry**What is the opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the...
-
Expert Financial Services Professional
1 week ago
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the financial services industry**What is the opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the...
-
Chief Financial Officer
4 weeks ago
Terrebonne, Quebec, Canada Groupe Parima Full timeThe Finance Operations Director is responsible for the strategic oversight and execution of financial management initiatives within the organization. This role entails the development, implementation, and evaluation of financial strategies and cost management programs.Key Responsibilities:Lead and manage the accounting departmentOversee the organization's...
-
Financial Services Professional
2 weeks ago
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**Opportunity for Career Advancement**What is the Opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As a Royal Bank of Canada ambassador, you...
-
Financial Services Professional
1 week ago
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**Opportunity for Career Advancement**What is the Opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As a Royal Bank of Canada ambassador, you...
-
Expert Banking Professional
3 days ago
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice and collaborate with RBC...
-
Expert Banking Professional
3 days ago
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice and collaborate with RBC...
-
Chief Financial Officer
4 weeks ago
Terrebonne, Quebec, Canada Groupe Parima Full timeThe Finance Operations Director is responsible for the strategic oversight and execution of financial management initiatives, ensuring the effective implementation and tracking of financial action plans. This role encompasses the enhancement of financial, accounting, and administrative systems.Key Responsibilities:Leadership of the accounting...
-
Chief Financial Officer
4 weeks ago
Terrebonne, Quebec, Canada Groupe Parima Full timeThe Finance Operations Director is responsible for the development, execution, and oversight of financial strategies and the management of cost pricing initiatives. This role is crucial for enhancing financial, accounting, and administrative functions within the organization.Key Responsibilities:Leadership of the accounting departmentOversee the...
-
Personal Banker
4 days ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleBMO is seeking a highly motivated and customer-focused Personal Banker to join our Retail Banking Sales & Service team. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their...
-
Personal Banker
4 days ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleBMO is seeking a highly motivated and customer-focused Personal Banker to join our Retail Banking Sales & Service team. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their...
-
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**Unlock Your Potential in a Dynamic Banking Environment**What is the Opportunity?This exciting role calls on your exceptional client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you will help clients with their everyday banking, credit, and investment needs. As a...
-
Terrebonne, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob Description**Unlock Your Potential in a Dynamic Banking Environment**What is the Opportunity?This exciting role calls on your exceptional client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you will help clients with their everyday banking, credit, and investment needs. As a...
-
Personal Banker
5 days ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will play a key role in delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their needs.Key...
-
Personal Banker
5 days ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will play a key role in delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their needs.Key...
-
Personal Banker
2 weeks ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will play a key role in delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their needs.Key...
-
Financial Records Specialist
4 weeks ago
Terrebonne, Quebec, Canada Entremer inc Full timePosition OverviewWe are seeking a dedicated Accounting Technician to join our team at Entremer inc. This role is essential for maintaining accurate financial records and supporting our accounting department.QualificationsEducation: Completion of secondary (high) school graduation certificate is required.Experience: Previous experience in a similar role is...
-
Retail Sales Team Leader
3 weeks ago
Terrebonne, Quebec, Canada Savers Full timeAbout Savers Savers is a global for-profit retailer specializing in high-quality secondhand clothing, accessories, and household items. Our business model centers around purchasing, reselling, and recycling, offering communities an affordable shopping experience while diverting millions of pounds of used goods from landfills annually. We also support over...
-
Financial Director
1 week ago
Terrebonne, Quebec, Canada Fed Finance Full timeJob DescriptionWe are seeking a highly skilled Financial Controller to join our team at Fed Finance. As a key member of our organization, you will be responsible for overseeing all financial aspects of our clients' businesses.Key Responsibilities:Financial Management: Develop and implement financial strategies to drive business growth and...