Financial Planner Relationship Manager
1 day ago
As a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.
Key Responsibilities- Provide tailored 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
- 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
- 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
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Financial Planner Relationship
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeFinancial Planner RBC is seeking a skilled Financial Planner to join our team in the North East of Montreal region. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and...
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Financial Planner Relationship
2 days ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeRBC Financial PlannerRBC Financial Planner Join RBC as a Financial Planner and take advantage of a unique opportunity to manage and grow a portfolio of mass affluent clients. As a key member of our team, you will provide comprehensive financial planning advice and help clients achieve their long-term goals. Key Responsibilities:Provide tailor-made financial...
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Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job Title": "Financial Planner Relationship", "Job Description": "Opportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your role will involve providing ongoing comprehensive reviews of your clients' financial circumstances, creating long-term...
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Financial Planner Relationship Manager
1 day ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeRBC Financial Planner RoleAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. This role requires providing comprehensive financial planning advice and helping clients achieve their long-term goals.Key Responsibilities:Develop and implement tailored financial plans to help clients reach their...
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Financial Planner Relationship Manager
1 day ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeRBC Financial Planner RoleAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. This role requires providing comprehensive financial planning advice and helping clients achieve their long-term goals.Key Responsibilities:Develop and implement tailored financial plans to help clients reach their...
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Financial Planner Relationship Manager
2 days ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeRBC Financial Planner RoleAs a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. This role requires providing comprehensive financial planning advice and helping clients achieve their long-term goals.Key Responsibilities:Develop and implement tailored financial plans to help clients reach their...
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Financial Planner Relationship
1 week ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeManage a portfolio of mass affluent clients as an RBC Financial Planner, providing comprehensive reviews and long-term financial planning expertise to help clients achieve their goals. Job Description As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive...
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Financial Planner Relationship
1 week ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeManage a portfolio of mass affluent clients, providing comprehensive financial planning and advice to help them achieve their long-term goals. RBC Financial Planner As a Financial Planner at RBC, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial...
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Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Manager in the North East of Montreal region.What is the opportunity?As a Financial Planner Relationship Manager, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing...
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Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Manager in the North East of Montreal region.What is the opportunity?As a Financial Planner Relationship Manager, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing...
-
Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionThis is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner Relationship Manager in the North East of Montreal region.What is the opportunity?As a Financial Planner Relationship Manager, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing...
-
Financial Planner Relationship Manager
1 week ago
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to build and maintain a portfolio of mass affluent clients. You will provide comprehensive financial planning advice and services to help clients achieve their long-term goals. With a focus on relationship management, you will cultivate strong...
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Financial Planner Relationship Manager
1 week ago
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to build and maintain a portfolio of mass affluent clients. You will provide comprehensive financial planning advice and services to help clients achieve their long-term goals. With a focus on relationship management, you will cultivate strong...
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Financial Planner Relationship Manager
7 days ago
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to build and maintain a portfolio of mass affluent clients. You will provide comprehensive financial planning advice and services to help clients achieve their long-term goals. With a focus on relationship management, you will cultivate strong...
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Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high net worth clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
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Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner Relationship Manager at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of high net worth clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...
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Financial Planner Relationship Manager
3 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...
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Financial Planner Relationship Manager
4 days ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada 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...
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Financial Planner Relationship Manager
3 days ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada 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...
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Financial Planner Relationship Manager
2 weeks ago
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...