Financial Planner, Investment and Retirement Planning Specialist
4 weeks ago
Job Opportunity
This is an exciting opportunity to join the Royal Bank of Canada as a Financial Planner, Investment and Retirement Planning Specialist. As a key member of our team, you will be responsible for developing relationships and creating custom investment solutions for prospective and existing clients.
Key Responsibilities
- Provide tailored financial planning advice and solutions using our comprehensive range of investment and portfolio solutions.
- Acquire and consolidate existing and new clients and assets.
- Connect clients with the right team members to help meet their ongoing needs.
- Develop external business referral sources through networking, marketing, and your centres of influence.
- This role requires fluency in both French and English to serve our French and English-speaking clients in this market.
Requirements
- Financial Planning Designation (IQPF) or in the process of completion.
- Mutual Funds License (IFIC or CSC).
- Minimum 2 years' experience in financial planning.
- Proven networking and client acquisition skills.
- Ability to cultivate strong partner relationships.
What We Offer
- A dynamic and collaborative work environment.
- Leaders who support your development with coaching and learning opportunities.
- The ability to make a difference and lasting impact.
- A comfortable work environment with the ability to dress casually.
About Us
The Royal Bank of Canada is a leading financial institution 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.
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, Investment and Retirement PlanningAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at RBC. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, Investment and Retirement PlanningAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at RBC. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key...
-
Financial Planner
3 weeks ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner - Investment and Retirement Planning at Royal Bank of Canada, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will...
-
Financial Planner
3 weeks ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs a Financial Planner - Investment and Retirement Planning at Royal Bank of Canada, you will develop relationships and create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and hunger to drive new investment sales will...
-
Gatineau, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs 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 hunger to drive new investment sales. With...
-
Gatineau, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs 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 hunger to drive new investment sales. With...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis role is for the Outaouais region. 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. Your creativity, motivation, and hunger to drive new...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis role is for the Outaouais region. 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. Your creativity, motivation, and hunger to drive new...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob SummaryAs 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis role is for the Outaouais region. 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. Your creativity, motivation, and hunger to drive new...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis role is for the Outaouais region. 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. Your creativity, motivation, and hunger to drive new...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis is a chance to work as a Financial Planner, Investment and Retirement Planning, developing relationships and creating custom investment solutions for prospective and existing RBC clients. You will be fully supported by internal partners who send client referrals your way.Key ResponsibilitiesProvide tailored financial planning advice and...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis role is for the Outaouais region. 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. Your creativity, motivation, and hunger to drive new...
-
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob OpportunityThis is a unique chance to work as a Financial Planner, Investment and Retirement Planning, at the Royal Bank of Canada. As a key member of our team, you will develop relationships and create custom investment solutions for our clients. You will be fully supported by internal partners who send client referrals your way.Key...
-
Gatineau, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, 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. Your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Gatineau, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, 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. Your creativity, motivation, and hunger to drive new investment sales will help you provide...
-
Financial Planner
3 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeUnlock your potential as a Financial Planner at Scotiabank, where you'll play a key role in helping clients achieve their financial goals.As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will work closely with clients to...
-
Financial Planner
3 weeks ago
Gatineau, Quebec, Canada Scotiabank Full timeUnlock your potential as a Financial Planner at Scotiabank, where you'll play a key role in helping clients achieve their financial goals.As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will work closely with clients to...
-
Financial Planner
3 weeks ago
Gatineau, Quebec, Canada Royal Bank of Canada Full timeJob Title: Financial Planner, Investment and Retirement PlanningAbout the Role:We are seeking a highly motivated and experienced Financial Planner to join our team at Royal Bank of Canada. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term...
