Financial Planner Relationship Manager

4 weeks ago


Rimouski, Canada Royal Bank of Canada Full time

Job Opportunity:

This is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada in Rimouski, Canada. As an RBC Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing them with comprehensive financial planning advice and ongoing services.

Key Responsibilities:

  • Provide tailored financial planning advice to clients, helping them achieve their long-term goals using our range of investment, credit, and everyday banking solutions.
  • Maintain and expand your client portfolio using value-based relationship management practices, achieving performance targets.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

Requirements:

  • Financial Planning Designation (IQPF)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 to 5 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Fluency in French to serve RBC's French-speaking customers in this market

What We Offer:

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

About Us:

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



  • Rimouski, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...


  • Rimouski, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...


  • Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...


  • Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join the Royal Bank of Canada team in the Rimouski branch.What We Offer:Manage and grow a portfolio of mass affluent clientsProvide ongoing comprehensive reviews of clients' financial circumstancesCreate long-term relationships through superior advice, financial planning...


  • Rimouski, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWe are seeking a talented Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior...


  • Rimouski, Canada Royal Bank of Canada Full time

    Opportunity OverviewThis is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As a financial planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...


  • Rimouski, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWe are seeking a talented Financial Planner to join our growing team of financial planning professionals in Quebec.As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term...


  • Rimouski, Canada Royal Bank of Canada Full time

    Opportunity SummaryThis is a unique opportunity for a seasoned financial planner to manage and grow a portfolio of mass affluent clients. As an RBC Financial Planner, you will have the chance to create long-term relationships through superior advice, financial planning expertise, and ongoing services.Key ResponsibilitiesProvide tailor-made financial planning...


  • Rimouski, Canada Royal Bank of Canada Full time

    Job Opportunity:This is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As an RBC Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...


  • Rimouski, Canada Royal Bank of Canada Full time

    Opportunity OverviewThis is an exciting opportunity for an experienced financial planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will have the chance to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through...

  • Financial Manager

    1 month ago


    Rimouski, Quebec, Canada Masonite Full time

    Job Title: Financial ManagerMasonite is a global leader in the manufacturing of interior molded door panels. We are seeking a highly skilled Financial Manager to join our team in Sacré-Cœur, Côte-Nord.Job SummaryThe Financial Manager will be responsible for optimizing financial processes and systems, providing critical information for decision-making, and...

  • Financial Manager

    1 month ago


    Rimouski, Quebec, Canada Masonite Full time

    Job Title: Financial ManagerMasonite is a global leader in the manufacturing of interior molded door panels. We are seeking a highly skilled Financial Manager to join our team in Sacré-Cœur, Côte-Nord.Job SummaryThe Financial Manager will be responsible for optimizing financial processes and systems, providing critical information for decision-making, and...


  • Rimouski, Canada Masonite Full time

    Job Title: Financial Analysis ManagerMasonite is a leading global manufacturer of interior molded doors and a joint venture between Masonite and Sacopan. We are seeking a highly skilled Financial Analysis Manager to join our team in Sacre-Cœur, Côte-Nord.Job Summary:The Financial Analysis Manager will be responsible for optimizing different processes and...


  • Rimouski, Canada Masonite Full time

    Job Title: Financial Analysis ManagerMasonite is a leading global manufacturer of interior molded doors and a joint venture between Masonite and Sacopan. We are seeking a highly skilled Financial Analysis Manager to join our team in Sacre-Cœur, Côte-Nord.Job Summary:The Financial Analysis Manager will be responsible for optimizing different processes and...


  • Rimouski, Canada Desjardins Full time

    Job Overview We are seeking a skilled Financial Services Advisor to join our team at Desjardins. In this role, you will be responsible for providing exceptional member and client experience, ensuring that they feel welcome and supported throughout their financial journey. As a Member and Client Experience Specialist, you will be the primary point of contact...


  • Rimouski, Quebec, Canada beBee Professionals Full time $45,000 - $60,000

    We are seeking a detail-oriented Accounting Specialist to join our finance team at beBee Professionals in Rimouski. 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.Key Responsibilities:Manage and maintain financial records,...


  • Rimouski, Canada National Bank Full time

    About This RoleAt National Bank, we're seeking a highly skilled Banking Advisor to join our team. As a Banking Advisor, you'll play a vital role in providing exceptional client service and support to our customers.Key ResponsibilitiesClient Engagement: Build and maintain strong relationships with clients, understanding their financial needs and providing...


  • Rimouski, Canada Desjardins Full time

    As a Financial Services Advisor at Desjardins, you will play a key role in providing exceptional member and client experiences. You will be responsible for ensuring that members and clients feel welcome, listened to, and supported in their financial empowerment journey. This includes promoting the organization's cooperative values, supporting and advising...


  • Rimouski, Canada Sun Life Full time

    Unlock Your Potential as a Sun Life Financial AdvisorAre you a self-motivated and entrepreneurial individual looking to build a successful business in the financial services industry? Do you have a strong work ethic and a passion for helping others achieve their financial goals?As a Sun Life Financial Advisor, you will have the opportunity to work with a...


  • Rimouski, Canada Desjardins Full time

    As a key member of our team, you will play a vital role in delivering exceptional client experiences and promoting the cooperative values of Desjardins.The ideal candidate will possess strong communication skills, a customer-centric mindset, and a passion for financial services.You will be responsible for providing personalized support to clients, ensuring...