Financial Services Relationship Manager

3 days ago


Gatineau, Quebec, Canada Royal Bank of Canada Full time

About the Role

We are seeking a highly skilled and motivated Financial Services Relationship Manager to join our team. As an expert in financial services, you will be responsible for building and maintaining strong relationships with clients, providing personalized advice and solutions to meet their complex financial needs.

Key Responsibilities:

  • Develop and implement customized financial plans to help clients achieve their financial goals
  • Provide proactive and professional advice on everyday banking, investments, and credit solutions
  • Collaborate with internal partners to deliver comprehensive financial services
  • Analyze client needs and provide tailored solutions to address complex financial situations
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices

Requirements

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • 1-2 years of proven sales experience in the financial services industry, handling credit and investments
  • Demonstrated ability to build trust and maintain long-term client relationships
  • Fluency in both French and English required

What We Offer

  • A competitive salary of $80,000 - $120,000 per year
  • A dynamic and collaborative work environment
  • Opportunities for career growth and professional development
  • A comprehensive benefits package
  • The chance to make a difference in the lives of our clients and communities

How to Apply

Please submit your application through our online portal. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a skilled Financial Services Relationship Manager to join our team in Gatineau, Canada. As an expert advisor, you will attract and grow relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners.Key Responsibilities:Consistently demonstrate...


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

    Job Opportunity: We are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. In this role, you will have the opportunity to work with clients to understand their financial needs and provide personalized solutions to help them achieve their goals.Key Responsibilities:Proactively engage with clients to understand...


  • Gatineau, Quebec, Canada Scotiabank Full time

    Job Title: Senior Client Relationship Manager, Commercial BankingJob Summary:The Senior Client Relationship Manager, Commercial Banking is responsible for building and maintaining strong relationships with existing and potential clients in the commercial banking segment. This role requires a strong understanding of financial products and services, as well as...


  • Gatineau, Quebec, Canada BMO Full time

    Mortgage Relationship Builder Job DescriptionAbout the Role:We are seeking a skilled Mortgage Relationship Builder to join our team at BMO. As a Mortgage Relationship Builder, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.Key...


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

    About the RoleWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Royal Bank of Canada in Gatineau, Quebec. As a key member of our team, you will be responsible for providing exceptional customer service and financial advice to clients in both English and French.Job DescriptionThis is an exciting opportunity for...


  • Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a Financial Services Advisor to join our team at The Toronto-Dominion Bank (Canada). As a Financial Services Advisor, you will play a key role in building and maintaining impactful relationships with our customers. Your primary responsibility will be to establish and guide customers towards the appropriate banking solutions for...


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

    Job OpportunityThis role is ideal for individuals who excel in client-focused sales and possess strong problem-solving skills. As a Banking Advisor at Royal Bank of Canada, you will be responsible for providing exceptional client experiences, identifying sales and referral opportunities, and collaborating with RBC partners to help clients achieve their...


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

    Royal Bank of Canada is seeking a skilled Financial Services Expert to join our team in GATINEAU, Canada.Job DescriptionWe are looking for a detail-oriented and customer-focused professional to provide expert advice on financial services to our clients. As a Financial Services Expert, you will be responsible for building long-term relationships with our...


  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking a highly motivated Senior Financial Services Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for developing relationships with prospective and existing clients, providing tailor-made financial planning advice and solutions, and driving new investment sales.About the RoleThe...


  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAt Royal Bank of Canada, we are seeking a highly motivated and client-focused individual to join our team as a Financial Services Representative.Key Responsibilities: Proactively engage with clients to understand their financial needs and provide personalized solutions. Focus on building strong relationships with clients and...


  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAt Royal Bank of Canada, we are seeking a skilled Financial Services Professional to join our team. As a Client-Focused Sales Expert, you will be responsible for providing exceptional client service and sales expertise to our clients.Key Responsibilities: Proactively engage with clients to understand their financial needs and...


  • Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    TD Job OverviewWe are seeking a skilled Financial Services Representative to join our team at The Toronto-Dominion Bank (Canada).About the RoleThis is an exciting opportunity for individuals who are passionate about providing exceptional customer experiences and building lasting relationships with clients. As a Financial Services Representative, you will be...


  • Gatineau, Quebec, Canada Scotiabank Full time

    About the RoleAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you will focus on investment sales and new client acquisition, as well as establishing business...


  • Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About The Toronto-Dominion Bank The Toronto-Dominion Bank (TD) is one of the world's leading global financial institutions, with a presence in Canada and the United States. Our vision is to be the better bank and our purpose is to enrich the lives of our customers, communities, and colleagues. A Day in the Life As a Personal Banking Associate, you will work...


  • Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionKey ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and provide tailored solutionsProactively identify and capitalize on sales opportunities to drive business growth and revenueCollaborate with cross-functional teams to deliver exceptional client experiences and meet...


  • Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a skilled Customer Relationship Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers.Key Responsibilities:Engage customers in day-to-day advice needs, service transactions,...


  • Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:We are seeking a skilled Customer Relationship Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch office, you will be responsible for establishing and maintaining impactful relationships with our customers.Key Responsibilities:Engage customers in day-to-day advice needs, service transactions,...


  • Gatineau, Quebec, Canada Brookfield Renewable Full time

    About the RoleThe Financial Reporting and Lender Relations team at Brookfield Renewable is comprised of trusted professionals who interact with every part of the business to provide strategic guidance and independent oversight. Through our strict adherence to deadlines, and with a strong sense of integrity, we help mitigate potential risks of non-compliance...


  • Gatineau, Quebec, Canada National Bank Full time

    Job OverviewWe are seeking a Financial Planning Expert to join our team in Gatineau, Quebec. As a key member of our advisory services group, you will be responsible for providing expert financial planning advice to clients and developing business relationships.About the RoleThis is a full-time permanent position with competitive compensation and a wide range...


  • Gatineau, Quebec, Canada Brookfield Renewable Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Operations Manager to join our team at Brookfield Renewable. Reporting to the Manager, Financial Planning and Analysis, this individual will be responsible for providing analysis and insights into the business results of a globally diverse group of operating businesses.Key...