Financial Planner, Investment and Retirement Planning Expert

1 month ago

DollardDes Ormeaux, Quebec, Canada Royal Bank of Canada Full time
Job Summary

As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions that help clients achieve their long-term goals.

Key Responsibilities
  • Provide tailor-made financial planning advice and solutions using RBC's unparalleled array of investment and portfolio solutions.
  • Acquire and consolidate existing and new-to-RBC clients and assets.
  • Connect clients with the right RBC team members to help continuously meet their needs.
  • Develop external business referral sources through networking, marketing, and your centres of influence.
Requirements
  • Financial Planning Designation (IPF)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 2 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to cultivate strong partner relationships
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
What We Offer
  • 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
  • Adaptability
  • Business Development
  • Client Centricity
  • Curiosity

  • Financial Planner/Investment Specialist

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    Requisition ID: 209431At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth...

  • Financial Planner/Investment Specialist

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    Requisition ID: 209431At Scotiabank, we're seeking a skilled Financial Planner/Investment Specialist to join our team. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key responsibilities include:Conducting in-depth...

  • Financial Planning and Investment Specialist

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner/Investment Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal will be to provide investment and financial planning advice to help clients meet their unique goals.Key...

  • Financial Planning and Investment Specialist

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    Role OverviewAs a Financial Planner/Investment Specialist at Scotiabank, you will play a crucial role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate...

  • Financial Planning Expert

    6 days ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    About ScotiabankAt Scotiabank, we strive to be a leader in the financial services industry. Our purpose is to empower our customers to achieve their goals through innovative advice, products and services.Salary InformationThe estimated annual salary for this position is $120,000-$150,000, depending on experience and qualifications.Job DescriptionWe are...

  • Professional Investor and Retirement Strategist

    6 days ago

    Dollard-Des Ormeaux, Quebec, Canada Royal Bank of Canada Full time

    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.Job DescriptionAs a RBC Financial Planner, Investment...

  • Project Financial Planning Specialist

    2 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full time

    Job SummaryWe are seeking a highly skilled Project Financial Planning Specialist to join our team at Randstad Canada. In this role, you will be responsible for overseeing the financial aspects of projects, ensuring that they are completed on time and within budget.

  • Financial Planning and Budgeting Specialist

    6 days ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full time

    Randstad Canada is seeking a highly skilled Financial Analyst to join their team.Job DescriptionThis is an exciting opportunity for a detail-oriented individual to work on projects and monitor budgets and cost controls. As a Financial Analyst, you will be responsible for reporting and tracking related to different projects or working on major projects. Your...

  • Financial Project Controller

    6 days ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Full time

    Company OverviewRandstad, a global leader in the staffing industry, is seeking an experienced professional to join our team as a Financial Analyst. With a strong focus on project financial management, this role will be responsible for tracking budgets, costs, and cash flows.Job SummaryWe are looking for a skilled Financial Analyst to support our projects and...

  • Expert en Planification Financière

    6 days ago

    Dollard-Des Ormeaux, Quebec, Canada Scotiabank Full time

    Description du posteVous êtes une personne motivée et enthousiaste qui souhaite rejoindre l'équipe de Scotiabank ? Nous sommes à la recherche d'un Expert en Planification Financière pour rejoindre notre équipe de professionnels dévoués.MissionL'expert en planification financière jouera un rôle crucial dans la fourniture de conseils et...

  • Contrôleur financier

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Full time

    Contrôleur financierNotre client, une entreprise manufacturière de premier plan, est à la recherche d'un professionnel expérimenté pour occuper le poste de contrôleur financier. Vous serez en charge de la gestion d'une petite équipe de 4 employés et vous vous assurerez que le cycle complet des comptes fournisseurs et des comptes clients est...

  • Conseiller bancaire senior, expert en conseil financier

    6 days ago

    Dollard-Des Ormeaux, Quebec, Canada Banque Nationale Full time

    Une carrière variée et évolutiveLa Banque Nationale offre une opportunité exceptionnelle pour les professionnels ambitionnés qui souhaitent faire carrière en conseil financier. En tant que conseiller bancaire senior, vous serez chargé de conseiller nos clients sur leurs besoins financiers, leur fournissant des solutions personnalisées pour répondre...

  • Contrôleur financier

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full time

    Titre du posteContrôleur financierDescription du posteNotre client, une entreprise manufacturière de premier plan, est à la recherche d'un contrôleur financier pour son service de comptabilité. Vous êtes en charge de la gestion d'une petite équipe de 4 employés et vous vous assurez que le cycle complet des comptes fournisseurs et des comptes clients...

  • Responsable Financier Stratégique

    1 week ago

    Dollard-Des Ormeaux, Quebec, Canada Brother Canada Full time

    OverviewBienvenue chez Brother Canada, un leader mondial dans le domaine de l'imagerie et de la détection. Nous sommes fiers d'offrir des solutions innovantes pour aider les entreprises à grandir et à réussir.Vos ResponsabilitésSuivi financier stratégique : Gérer les activités de fin de mois, notamment la préparation des états financiers, le...

  • Business Development Associate

    1 week ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Full time

    About UsRandstad, a global leader in the HR services industry, is looking for an energetic and dedicated individual to support our sales team. Our customer, a savvy investor, has seen significant returns on his investment in a stock lot from India. The lot consisted of men's flannel shirts and suede vests.Job DescriptionWe are seeking a Business Development...

  • Contrôleur financier

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full time

    Contrôleur financier Notre client, une entreprise manufacturière de premier plan, est à la recherche d'un contrôleur financier pour son service de comptabilité. Vous êtes en charge de la gestion d'une petite équipe de 4 employés et vous vous assurez que le cycle complet des comptes fournisseurs et des comptes clients est effectué dans les délais....

  • Gestionnaire Financier Chef

    2 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Brother Canada Full time

    Risque ou opportunité ?Rejoignez Brother Canada en tant que gestionnaire financier chef, rôle clé dans le succès de notre entreprise. Nous sommes à la recherche d'un professionnel expérimenté pour aider à faire progresser notre stratégie financière et à atteindre nos objectifs de croissance.Votre rôle :Suivi financier : Gérer les activités...

  • Analyste financier senior

    1 month ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full time

    Poste d'analyste financierVous êtes un professionnel expérimenté en gestion de projet et en planification budgétaire ? Nous recherchons un analyste financier pour rejoindre notre équipe à Randstad Canada.ResponsabilitésComprendre la portée du projet, les besoins et les livrables;Aligner la portée des travaux en fonction des besoins;Préparer les...

  • Sales Leadership Opportunity for Senior Living Expert

    4 days ago

    Dollard-Des Ormeaux, Quebec, Canada Sunrise Senior Living Full time

    Sunrise Senior Living is a renowned provider of quality care services for seniors. As a Director of Sales, you will be responsible for building relationships and developing referrals to drive business growth.Key Responsibilities:Nurture lead sources through effective communication and relationship-building skillsOrganize strategic marketing events on site to...

  • Financial Analyst Project Specialist

    4 weeks ago

    Dollard-Des Ormeaux, Quebec, Canada Randstad Canada Full time

    Job SummaryThis is a challenging role for a detail-oriented individual who enjoys working with budgets and projects. As a Project Financial Analyst, you will be responsible for reporting and tracking related to different projects. You will work closely with project teams to track costs and identify variances from the original plan to improve project...