Senior Financial Planning Strategist

7 days ago

Vald'Or, Quebec, Canada Royal Bank of Canada> Full time

About the Opportunity

We are seeking a talented Senior Financial Planning Strategist to join our growing team of financial planning professionals across 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 relationships through superior advice, financial planning expertise, and ongoing services.

The Role

  • You will provide tailor-made 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.

What You Need to Succeed

Must-have

  • 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.

Why Join Our Team

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.

Compensation and Benefits

  • 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

Estimated Salary Range: $60,000 - $100,000 per annum based on location and performance.

  • Senior Financial Strategist

    1 week ago

    Val-d'Or, Quebec, Canada NBC Full time

    About National BankNational Bank is a bank that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.Job OverviewWe are seeking an experienced Senior Financial...

  • Senior Financial Planning Professional

    2 weeks ago

    Val-d'Or, Quebec, Canada Royal Bank of Canada> Full time

    Unlock Your Potential in Financial PlanningWe are seeking a highly skilled and ambitious Senior Financial Planning Professional to join our team at Royal Bank of Canada. As an integral member, you will play a key role in managing and growing a portfolio of mass affluent clients, providing comprehensive financial planning advice, and fostering long-term...

  • Expert Mortgage Strategist

    1 week ago

    Val-d'Or, Quebec, Canada NBC Full time

    About the RoleWe are seeking a skilled Expert Mortgage Strategist to join our team at NBC. As a key player in our Residential Financing department, you will play a vital role in helping our clients achieve their homeownership goals.Key Responsibilities:Develop and implement personalized mortgage strategies for National Bank clientsCollaborate with financial...

  • Senior Wealth Management Advisor

    1 month ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Job Summary:As a Senior Wealth Management Advisor at National Bank, you will play a key role in supporting clients in achieving their financial goals. You will be responsible for managing a portfolio of clients, providing them with tailored solutions, and building long-term relationships.Key Responsibilities:Manage client portfolios and provide personalized...

  • Financial Services Advisor

    2 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Company OverviewNational Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.About the JobWe are seeking a Senior Professional to join our Wealth Management team in Val-D'Or, Quebec. As a Financial Services Advisor, you will support...

  • Senior Maintenance Technician

    4 weeks ago

    Val-d'Or, Quebec, Canada Meglab inc. Full time

    At Meglab inc., we're shaping the future of mining by innovating and pushing the boundaries of what's possible. As a pioneer in the industry, we're constantly striving to improve our practices and find better solutions.We're currently seeking a highly skilled and dedicated individual to join our team as a Senior Maintenance Technician, responsible for...

  • Conseiller en Gestion de Patrimoine Senior

    1 week ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Retrouvez une carrière riche en défi et en opportunité en tant que conseiller en gestion de patrimoine senior chez la Banque Nationale.À propos du posteVous êtes à la recherche d'un emploi qui vous permettra d'utiliser vos compétences pour aider les clients à atteindre leurs objectifs financiers ? Nous sommes à la recherche d'un...

  • Conseiller bancaire senior

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    À propos de ton rôleEn tant que conseiller bancaire senior, tu seras chargé de fournir des conseils et des services de haute qualité à nos clients. Tu travailleras en étroite collaboration avec notre équipe pour comprendre les besoins de nos clients et leur offrir des solutions personnalisées.ResponsabilitésFournir des conseils financiers et des...

  • Conseiller en gestion de patrimoine senior

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Profession: Conseiller en gestion de patrimoine seniorDescription du poste: Nous recherchons un conseiller en gestion de patrimoine senior pour rejoindre notre équipe de conseillers en placement. Vous serez responsable de l'accompagnement et de la gestion de votre portefeuille de clientèle avec rigueur et attention. Vous offrirez à votre clientèle les...

  • Conseiller bancaire senior

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Présentation du poste Nous recherchons un Conseiller bancaire senior pour rejoindre notre équipe de professionnels de la banque. Vous serez responsable de fournir des conseils et des services de haute qualité à nos clients, en les aidant à atteindre leurs objectifs financiers. Responsabilités - Accueillir la clientèle et répondre à leurs questions -...

  • Strategic Wealth Advisor

    3 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Job Summary:We are seeking a talented Strategic Wealth Advisor to join our team at National Bank. As a Financial Services Professional, you will be responsible for supporting clients in achieving their financial goals. Your role will involve managing client portfolios, offering tailored solutions, and collaborating with specialists to meet client needs.Your...

  • Banking and Financial Services Professional

    6 days ago

    Val-d'Or, Quebec, Canada National Bank Full time

    We are seeking a talented Banking Advisor to join our team at National Bank. As a Banking Advisor, you will play a key role in providing exceptional customer service and helping clients achieve their financial goals.Job DescriptionYour Role:Greet and assist clients with banking services and applications.Listen actively to clients' needs and resolve complex...

  • Conseiller en gestion de patrimoine senior

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Rôle et responsabilitésEn tant que conseiller en gestion de patrimoine senior, tu accompagneras la clientèle dans tous les événements de leur vie pour atteindre leurs objectifs financiers. Tu bâtiras des relations de confiance à long terme et offriras à ta clientèle les meilleures solutions du marché.Ton emploiAccompagner et gérer ton portefeuille...

  • Spécialiste en services financiers

    4 weeks ago

    Val-d'Or, Quebec, Canada CIBC Full time

    À propos de l'emploi Nous recherchons un Spécialiste en services financiers pour rejoindre notre équipe de conseillers en gestion de patrimoine. En tant que membre de notre équipe, vous serez responsable de fournir des conseils financiers personnalisés à nos clients, en les aidant à atteindre leurs objectifs financiers à long terme. ...

  • Conseiller bancaire senior

    4 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Ton rôleEn tant que conseiller bancaire, tu seras l'ambassadeur de la Banque Nationale auprès de nos clients. Tu seras responsable de les accueillir, de les écouter et de leur offrir des solutions personnalisées pour répondre à leurs besoins financiers.Tes responsabilitésAccueillir et conseiller les clients sur leurs options financièresÉvaluer...

  • Conseiller en Gestion de patrimoine senior

    2 weeks ago

    Val-d'Or, Quebec, Canada Banque Nationale Full time

    Rôle et responsabilitésEn tant que conseiller en gestion de patrimoine senior, tu accompagneras la clientèle dans tous les événements de leur vie pour atteindre leurs objectifs financiers et bâtir des relations de confiance à long terme.Tu seras responsable de :Accomplir la gestion de portefeuille avec rigueur et attentionOffrir à la clientèle les...

  • Wealth Management Advisor Position

    1 week ago

    Val-d'Or, Quebec, Canada NBC Full time

    About Our Wealth Management TeamNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, boasting close to 1,000 investment advisors who manage the assets of over 400,000 clients across approximately 100 branches.Your RoleAs a key member of our team, you will support and manage your portfolio of clients with diligence...

  • Responsable Commercial Senior Val D'Or

    2 weeks ago

    Val-d'Or, Quebec, Canada Orizon Mobile Full time

    Tu as une personnalité dynamique, à l'ambition indomptable et tu aimes interagir avec les gens ? Tu es un étudiant en quête d'une opportunité stimulante où ta performance sera reconnue et récompensée ? Si oui, découvre le détail de notre offre Orizon Mobile recherche un responsable commercial senior à temps plein pour sa boutique TELUS de...

  • Wealth Advisor

    1 month ago

    Val-d'Or, Quebec, Canada National Bank Full time

    Job Title: Wealth AdvisorA career as a Wealth Advisor at National Bank offers a unique opportunity to capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.Your...

  • Financial Services Professional

    2 weeks ago

    Val-d'Or, Quebec, Canada National Bank Full time

    About the RoleAs a Banking Advisor at National Bank, you will have the opportunity to live your ambitions and make a positive impact on the lives of your clients and colleagues. This versatile and varied role allows you to explore different aspects of banking and develop a deep understanding of our clients' needs.Key ResponsibilitiesGreet clients and provide...