Senior Financial Planner
4 weeks ago
Job Opportunity
We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will be responsible for managing and growing a portfolio of mass affluent clients.
Key Responsibilities
- Provide comprehensive financial planning advice and help clients achieve their long-term goals.
- Actively maintain and expand your portfolio of clients using value-based relationship management practices.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
- Manage a book of 350 clients.
Requirements
- Financial Planning Designation (IQPF).
- 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.
- Fluency in both French and English.
What We Offer
- A dynamic and collaborative work environment.
- Opportunities for professional growth and development.
- A competitive compensation package.
- A comprehensive benefits program.
About Us
The Royal Bank of Canada is a leading financial institution dedicated to helping our clients achieve their financial goals. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
-
Senior Financial Consultant
1 month ago
Québec, Quebec, Canada MD Financial Management Full timeAre you a seasoned financial professional looking to take your career to the next level? We're seeking a highly skilled Senior Financial Consultant to join our team at MD Financial Management.Key Responsibilities:Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.Facilitate a...
-
Financial Planner, Québec City
1 month ago
Québec, Quebec, Canada Scotiabank Full timeJob Title: Financial Planner, Québec CityAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct comprehensive financial...
-
Financial Planner and Investment Strategist
1 month ago
Québec, Quebec, Canada Royal Bank of Canada Full timeJob Opportunity: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, leveraging your creativity, motivation, and sales skills to provide world-class advice and...
-
Budget and Event Planner
1 month ago
Québec, Quebec, Canada beBee Professionals Full timeWe are seeking a Budget and Event Planner to join our team at beBee Professionals. The ideal candidate will have a Bachelor's degree in Business Administration or a related field, as well as at least 3 years of experience in budgeting and event planning. Key responsibilities include:Developing and managing event budgetsTracking and reporting all costs...
-
Senior Financial Planner
1 month ago
Québec, Quebec, Canada beBee Professionals Full timeJob Description:beBee Professionals is seeking a talented Financial Consultant to join our team in Quebec City. The ideal candidate will have a strong background in finance and accounting, with a minimum of two years of experience in financial consulting. The Financial Consultant will be responsible for providing financial advice to clients, analyzing...
-
Senior Financial Planner
1 month ago
Québec, Quebec, Canada beBee Professionals Full timeFinancial Consultant PositionbeBee Professionals is looking for a talented Financial Consultant to join our team in Quebec City. The successful candidate will be responsible for providing financial guidance to clients and developing financial strategies.Key Responsibilities:Provide financial guidance to clientsDevelop and implement financial strategiesStay...
-
Strategic Financial Planner and Sales Leader
1 week ago
Québec, Quebec, Canada IGM Financial Full timeAt IGM Financial, we are one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.We have a unique business model...
-
Strategic Financial Planner
1 week ago
Québec, Quebec, Canada National Bank of Canada Full timeCompany Overview: National Bank Financial – Wealth Management is a leading investment dealer in Canada, with over 1,000 Investment Advisors across 100 branches. Our team helps more than 400,000 clients manage their assets effectively.About the Role: As a Senior Analyst Asset Management, you will work closely with Investment Advisors to identify client...
-
Financial Services Advisor
2 weeks ago
Québec, Quebec, Canada NBC Full timeJob SummaryAs a Financial Services Representative at NBC, you will play a key role in supporting Financial Planners in their administrative investment activities. This position requires strong communication and problem-solving skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesOptimize interactions with clients on the...
-
Québec, Quebec, Canada iA Financial Group Full timeA challenging career opportunity is now available within iA Financial Group. The Senior Vice-President, Distribution sector is seeking an Executive Assistant to support the Senior Vice-President of Distribution.This role involves managing incoming and outgoing communications, coordinating the Senior Vice-President's agenda, and preparing administrative...
-
Senior Financial Advisor
1 week ago
Québec, Quebec, Canada Royal Bank of Canada Full timeCompany Overview:Royal Bank of Canada is a leading financial institution committed to helping our clients achieve their goals. We offer a dynamic work environment that fosters growth, innovation, and collaboration.Salary: $85,000 - $110,000 per year, depending on experience and performance.Job Description:This role involves providing comprehensive financial...
-
Chief Advisor, Insights, Financial
1 month ago
Québec, Quebec, Canada IA Financial Group Full timeAbout the RoleThe Chief Advisor, Insights, Financial is a pivotal role within our organization, tasked with two primary hybrid mandates: supporting the team's business strategies to drive growth and bridging the Wealth Sector and Corporate Finance Office by translating actions and deliverables.This position is not only responsible for ensuring accurate...
-
Financial Asset Manager
2 weeks ago
Québec, Quebec, Canada iA Groupe financier iA Financial Group Full timeOverviewiA Financial Group is a leading Canadian asset manager with over $100 billion in assets under management. We are seeking an experienced Senior Legal Counsel to join our Legal Services team.
-
Financial Event Coordinator
1 month ago
Québec, Quebec, Canada beBee Professionals Full timebeBee Professionals is looking for a skilled Financial Event Coordinator to manage event budgets and ensure all costs are accurately tracked and reported. The successful candidate will have a Bachelor's degree in Business Administration or a related field, as well as at least 3 years of experience in budgeting and event planning. Key responsibilities...
-
Conseiller juridique senior
1 month ago
Québec, Quebec, Canada IA Financial Group Full timePoste de Conseiller juridique seniorL'IA Groupe financier recherche un Conseiller juridique senior pour rejoindre son équipe juridique. Le candidat idéal aura une expérience pertinente en matière contractuelle et une connaissance approfondie de la protection des renseignements personnels.ResponsabilitésRédiger, réviser et négocier diverses...
-
Senior Financial Services Consultant
2 weeks ago
Québec, Quebec, Canada Desjardins Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Services Consultant to join our team at Desjardins. In this role, you will be responsible for developing and maintaining lasting business relationships with members and clients, ensuring their financial needs are met.
-
Québec, Quebec, Canada EightSix Network Full timeJob Opportunity at EightSix NetworkWe are a leading recruitment agency specializing in accounting, finance, and payroll positions. Our consultants are experts in their field and speak your language.This is a permanent position for a financial and administrative controller located in the West Island of Montreal.About the RoleThe successful candidate will be...
-
Actuarial Expert
1 week ago
Québec, Quebec, Canada IA Financial Group Full timeAbout UsiA Financial Group is a leading insurance and financial services company in North America, committed to innovation and growth.With over 140 actuaries, we offer a culture of entrepreneurship where employees can collaborate, learn, and grow alongside experts in the field.Our company overview showcases our commitment to excellence and customer...
-
Senior Relationship Manager
2 weeks ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking an experienced Senior Relationship Manager to join our team in Quebec, Canada. As a key member of our Private Banking team, you will be responsible for delivering exceptional service to high net worth clients, building strong relationships, and driving revenue growth.About the RoleThis is a fantastic opportunity to leverage your...
-
Québec, Quebec, Canada iA Financial Group Full timeiA Financial Group, a leading financial services company in Canada and the United States, is seeking an experienced Senior IT Architect to join their team. With over $235 billion in assets, we are committed to innovation and excellence.About the RoleAs a Senior IT Architect, you will play a critical role in designing and implementing innovative solutions to...