Senior Financial Planner Opportunity
4 weeks ago
We are seeking a skilled and experienced Senior Financial Planner to join our team at Royal Bank of Canada. In this role, 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 and financial planning expertise.
As a Senior Financial Planner, your boundless energy to meet targets and passion for holistic financial planning will enable you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.
The successful candidate will have:
- A Financial Planning Designation (IPF) and Mutual Funds License (IFIC or CSC)
- A minimum of 3 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Bilingualism in English and French is required, with Mandarin proficiency also desirable
In return, we offer:
- Full-time RBC employee status with unlimited earning potential and full benefits
- Opportunity to 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 - $120,000 per year, depending on experience. We strive to provide a competitive compensation package that reflects the market rate for similar roles in the industry.
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Brossard, Quebec, Canada BMO Financial Full timeBMO Financial Group is seeking a skilled Financial Planner to join our team.About the RoleThis is an exciting opportunity for a motivated and results-driven individual to help our customers achieve their financial goals.Responsibilities:Determine client needs and provide tailored solutions through the sale of managed products and services.Develop and...
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Financial Planning Opportunity
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Brossard, Quebec, Canada BMO Financial Full timeJob OverviewWe are seeking a highly skilled Financial Planner to join our team at BMO Financial Group. In this role, you will be responsible for providing financial and investment planning advice to customers, helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement relationship management plans to meet client needsProvide...
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Senior Financial Advisor Quebec Opportunity
1 month ago
Brossard, Quebec, Canada Royal Bank of Canada> Full timeFinancial Planning Role in MontrealWe are seeking a talented Financial Planner to join our team in Montreal, 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.The ideal candidate will have a proven track record of...
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Senior Financial Planning Specialist
1 month ago
Brossard, Quebec, Canada Royal Bank of Canada Full timeUnlock your potential as a Senior Financial Planning Specialist at Royal Bank of Canada.About the RoleThis is an exciting opportunity for a seasoned financial planning professional to join our team in Brossard, Quebec. As a Senior Financial Planning Specialist, you will have the chance to work with a dynamic and collaborative team to deliver trusted advice...
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Senior Business Development Specialist
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Senior Business Development Specialist
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3 months ago
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Financial Compliance Specialist
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Financial Administrator Assistant
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Brossard, Quebec, Canada Fairstone Financial Inc. Full timeWe are seeking a talented Loans Specialist to join our team at Fairstone Financial Inc. in Brossard, Quebec.Job Summary:The Loans Specialist will provide exceptional customer service and support to customers and prospective customers on loan applications, ensuring timely and accurate assessments in a fast-paced environment.About the Role:Assess loan...
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Brossard, Quebec, Canada Brossard Hyundai Full timeWe are seeking a highly skilled Business Development and Financial Services Manager to join our team at Brossard Hyundai. This role offers a competitive salary of approximately $120,000 per year, depending on experience.About the RoleIn this position, you will be responsible for developing business strategies, building relationships with customers, and...
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