Financial Planner Relationship Specialist
1 month ago
We are seeking a highly skilled and motivated Financial Planner Relationship to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and building long-term relationships through superior advice and services.
Key Responsibilities- Provide tailored financial planning advice and solutions to clients, utilizing our extensive range of investment, credit, and banking products and services.
- Maintain and expand your client portfolio through value-based relationship management practices, achieving performance targets and driving business growth.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
- Financial Planning Designation (IPF) and Mutual Funds License (IFIC or CSC).
- Minimum 3 years' experience in financial planning, with a proven track record of networking and client acquisition skills.
- Ability to develop a strong referral network and build relationships with clients and partners.
- Bilingualism (English and French) is required, as you will regularly serve clients with English and French-speaking needs.
- Full-time RBC employee status with unlimited earning potential and comprehensive benefits.
- Opportunity to work with a dynamic, collaborative, and progressive team.
- World-class training program in financial services.
- Flexible work/life balance options.
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job DetailsThis is a salaried position with a competitive compensation package.
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Strategic Financial Planner
5 days ago
Côte-Saint-Luc, Quebec, Canada Royal Bank of Canada> Full timeFinancial Planning OpportunitiesAbout the RoleAt Royal Bank of Canada, we are seeking a skilled Financial Planner to join our team. This is an exciting opportunity for a professional to manage and grow a portfolio of high net worth clients. Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients to achieve their goals.Maintain and...
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Financial Planning Relationship Manager
3 weeks ago
Côte-Saint-Luc, Quebec, Canada Royal Bank of Canada Full timeJob OverviewAs a highly skilled Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients at the Royal Bank of Canada.Key ResponsibilitiesProvide personalized financial planning advice and help clients achieve their long-term goals using RBC's array of investment, credit, and everyday banking solutions.Actively...
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Financial Planner
2 weeks ago
Saint-Georges, Quebec, Canada National Bank Full time**Job Title:** Financial PlannerAbout the Role:We're seeking a skilled Financial Planner to join our team at National Bank. As a Financial Planner, you'll be responsible for advising clients on their investment and financing needs, and creating personalized financial plans to meet their goals.Key Responsibilities:Identify clients' investment and financing...
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Financial Planner
2 weeks ago
Saint-Léonard, Quebec, Canada National Bank Full timeAbout the RoleA senior financial planning position at National Bank offers a unique opportunity to advise clients and develop personalized financial plans to meet their life goals. As a trusted advisor, you will be responsible for identifying clients' investment and financing needs, drafting financial plans, and providing customized solutions based on market...
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Financial Planning Expert
4 weeks ago
Saint-Léonard, Quebec, Canada National Bank Full timeJob SummaryA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills.Key ResponsibilitiesProvide expert financial planning advice to...
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Accounting Specialist
1 month ago
Côte-Saint-Luc, Quebec, Canada beBee Professionals Full time $45,000 - $60,000Job Description:beBee Professionals in Côte-Saint-Luc is seeking a detail-oriented Accounting Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Responsibilities:Manage and maintain financial...
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Financial Planning Expert
4 weeks ago
Saint-Georges, Quebec, Canada National Bank Full timeJob SummaryA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact on people's financial well-being.Key...
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Saint-Hyacinthe, Quebec, Canada Farm Credit Canada Full timeCompany Overview:Farm Credit Canada is a leading provider of financial services to the agriculture and agri-food industry.Salary Range:$60,334 - $81,630 per yearJob Description:We are seeking an Agribusiness Relationship Development Specialist to join our team. In this role, you will be responsible for building and maintaining relationships with key...
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Nail Care Specialist
1 month ago
Côte-Saint-Luc, Quebec, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a skilled Nail Care Specialist to provide professional manicures, pedicures, and nail enhancements at our beauty salon in Côte-Saint-Luc, Canada. As a key member of our team, you will be responsible for ensuring client satisfaction and delivering exceptional customer service.Key Responsibilities:Perform high-quality manicures, pedicures, and...
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Financial Planner Specialist
6 days ago
Saint-Georges, Quebec, Canada National Bank Full timeJob OverviewWe are seeking a highly skilled Senior Financial Advisor to join our team at National Bank. As a Senior Financial Advisor, you will play a key role in advising clients and developing financial plans to meet their goals.
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Childcare Specialist
5 days ago
Côte-Saint-Luc, Quebec, Canada Steven Merling Full timeJob DescriptionWe are seeking a highly skilled and compassionate Childcare Specialist to join our team at Steven Merling. This is a full-time opportunity that requires the ability to work independently and as part of a team.About the RoleThe successful candidate will be responsible for providing high-quality care and supervision to infants and children in a...
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Financial Services Specialist
4 weeks ago
Saint-Hyacinthe, Quebec, Canada Desjardins Full timeAs a Financial Services Specialist at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs and provide personalized advice on financial products and services that meet their goals. You will work closely with a diverse client base,...
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Financial Services Specialist
4 weeks ago
Saint-Hyacinthe, Quebec, Canada Desjardins Full timeAs a Financial Services Specialist at Desjardins, you will be responsible for developing and maintaining lasting relationships with members and clients. Your role will involve listening to their needs, offering advice tailored to their financial situation, and helping them choose suitable solutions to meet their goals. You will work closely with a diverse...
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Financial Specialist
4 weeks ago
Saint-Eustache, Quebec, Canada Fed Finance Full timeJob Title: Financial SpecialistWe are seeking a highly skilled Financial Specialist to join our team at Fed Finance. As a Financial Specialist, you will be responsible for the full accounting cycle, including month ends, production of monthly financial statements, and monthly reporting.Key Responsibilities:Full accounting cycleMonth endsProduction of monthly...
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Financial Specialist
4 weeks ago
Saint-Eustache, Quebec, Canada Fed Finance Full timeJob Title: Financial SpecialistWe are seeking a highly skilled Financial Specialist to join our team at Fed Finance. As a key member of our corporate accounting team, you will be responsible for the full accounting cycle, including month ends, production of monthly financial statements, and monthly reporting.Key Responsibilities:Full accounting cycleMonth...
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Financial Planning Expert
4 weeks ago
Saint-Léonard, Quebec, Canada National Bank Full timeFinancial Planning ExpertA career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you to take on an advisory role and develop your business relationships and leadership skills while having a positive impact.Your...
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Financial Transaction Specialist
3 weeks ago
Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full timeAbout the RoleWe’re looking for a skilled Accounting Service Representative to join our team.This role involves accurately processing and verifying payments received, reconciling bank deposits and verifying deposit totals.You’ll prepare, compile and dispatch invoices, statements, reports and cheques while recording and posting broker billing statements...
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Accounting Financial Services Specialist
5 days ago
Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full timeJob DescriptionWe are seeking a skilled Accounting Service Representative to join our growing team at Intact Financial Corporation.About the RoleThis is an exciting opportunity for an experienced accounting professional to provide accurate and timely financial services to our clients. The successful candidate will be responsible for accurately processing and...
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Strategic Financial Consultant
5 days ago
Saint-Jean-sur-Richelieu, Quebec, Canada NBC Full timeKey Responsibilities:Develop personalized financial plans for clients to meet their life goalsOffer customized advisory services based on clients' needs and market trendsCreate business development opportunities to increase client base and portfolio volumeMaintain high service and operational quality standards, ensuring compliance and risk managementAbout...
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City Treasurer
1 month ago
Côte-Saint-Luc, Quebec, Canada Ville de Côte Saint-Luc Full timeJob Title: City TreasurerThe City of Côte Saint-Luc is seeking a highly motivated and experienced individual to join its management team as City Treasurer. This is a key leadership role that requires a strong understanding of financial management, budgeting, and public sector governance.Key Responsibilities:Develop and implement financial policies and...