Financial Planning and Wealth Management Expert

4 weeks ago


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

Job Summary

Job Description

What 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, leveraging your creativity, motivation, and hunger to drive new investment sales. With unlimited earning potential, you can create a future for yourself and your clients.

Key Responsibilities

  • Provide tailored financial planning advice and solutions using RBC's investment and portfolio solutions
  • Acquire and consolidate existing and new clients and assets
  • Connect clients with the right RBC team members to meet their needs
  • Develop external business referral sources through networking and marketing

Requirements

Must-have

  • Financial Planning Designation (IPF) 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
  • Bilingualism (English and French) required

What we offer

We value progressive thinking, collaboration, and delivering trusted advice to our clients. We care about each other, our communities, and achieving mutual success.

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

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Additional Job Details

We thrive on the challenge to be our best and working together to deliver trusted advice to our clients and communities.



  • Gatineau, Quebec, Canada Scotiabank Full time

    Explore a career as a Strategic Wealth Manager with Scotiabank, where you will develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.You will realize that your clients are your greatest asset, and your priority is to provide investment and financial planning advice to help them meet their unique...


  • Gatineau, Quebec, Canada National Bank Full time

    About the RoleThis is a unique opportunity to join National Bank as a Senior Financial Planning Expert. As a key member of our team, you will be responsible for advising clients on their financial planning needs and developing personalized financial plans to meet their goals.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a...


  • Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a Financial Planning Expert to join our team as a Senior Professional. This is a fantastic opportunity for someone who wants to build their career in financial planning and take on new challenges.ResponsibilitiesDevelop personalized financial plans for clients based on their investment and financing needsProvide expert advice to...


  • 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 National Bank Full time

    Job SummaryWe're seeking a highly motivated and experienced Financial Planner to join our team at National Bank. As a Financial Planner, you will be responsible for advising clients on their financial goals and creating personalized financial plans to meet their needs.Key ResponsibilitiesIdentify clients' investment and financing needs to draft a customized...


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

    Job SummaryAs a key member of Wealth Management Services at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with clients to understand their estate planning needs and developing tailored solutions to meet those needs.Key ResponsibilitiesWork with...


  • 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 Opportunity OverviewWe are seeking a highly skilled and experienced Expert Banking Advisor to join our team at the Royal Bank of Canada. This is a unique opportunity to work with high-value clients, building long-term relationships and providing expert advice on various financial products and services.Key ResponsibilitiesConsistently demonstrate empathy...


  • Gatineau, Quebec, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. You will be responsible for conducting in-depth reviews for assigned clients, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning...


  • Gatineau, Quebec, Canada Brookfield Renewable Full time

    About the RoleThe FP&A Manager will oversee the corporate financial planning and analysis function, collaborating with regional teams to provide insights into business performance for management reporting purposes. Additionally, the incumbent will be involved in the enhancement of the consolidation and reporting software for the FP&A team. This is a critical...


  • Gatineau, Quebec, Canada Scotiabank Full time

    Scotiabank is committed to delivering exceptional service to our customers. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and services within the mass affluent market. Key Responsibilities:Conduct comprehensive financial planning reviews for assigned clients, including retirement...


  • Gatineau, Quebec, Canada Scotiabank Full time

    Requisition ID: 201252At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Planner, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Using a comprehensive financial planning framework, you'll focus on investment...


  • Gatineau, Quebec, Canada Scotiabank Full time

    Requisition ID: 201252At Scotiabank, we're committed to results in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your clients are your greatest asset, and your priority is providing investment and...


  • Gatineau, Quebec, Canada Brookfield Renewable Partners L.P. Full time

    Join Our Team as a Financial Planning and Analysis ProfessionalBrookfield Renewable Partners L.P. is a leading renewable energy company with a strong presence in the industry. We are seeking a highly motivated and detail-oriented Financial Planning and Analysis Professional to join our team.The successful candidate will be responsible for participating in...


  • 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 Brookfield Renewable Full time

    About the RoleThe FP&A Manager will oversee the corporate financial planning and analysis function, collaborating with regional teams to provide insights into business performance for management reporting purposes.Main ResponsibilitiesCoordinate the annual budgeting process, working closely with various stakeholders across the organization.Oversee the...


  • Gatineau, Quebec, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading financial institution committed to making a difference in our communities. We're seeking a talented Financial Planner to join our team and help us deliver exceptional service to our clients.Estimated Salary: $80,000 - $110,000 per yearJob Description:As a Financial Planner, you will play a key role in developing and...


  • Gatineau, Quebec, Canada Brookfield Renewable Full time

    About Brookfield RenewableBrookfield Renewable is a leading global renewable energy company with a strong commitment to financial reporting and lender relations. We are seeking an experienced Financial Reporting and Lender Relations Expert to join our team.Salary and BenefitsWe offer a competitive salary, ranging from $120,000 to $180,000 per year, depending...


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

    Expert Banking AdvisorWe are seeking an experienced Banking Financial Advisor to join our team in Gatineau, Canada. This is a full-time position with a salary range of $60,000 - $100,000 per year, depending on experience.About the RoleIn this role, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and...


  • Gatineau, Quebec, Canada Brookfield Renewable Full time

    About the Role:The Senior Financial Planning and Analysis Manager will oversee the corporate financial planning and analysis function, collaborating closely with regional teams to provide insights into business performance for senior management purposes.This is a critical role in our organization, requiring someone with the right skills and experience.Key...