Financial Planner, Investment and Retirement Solutions Specialist
15 hours ago
This role offers a unique opportunity to develop relationships and create custom investment solutions for prospective and existing RBC clients.
As a RBC Financial Planner, Investment and Retirement Planning, you will be responsible for providing tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions.
Key Responsibilities:
* Acquire and consolidate existing and new-to-RBC clients and assets
* Connect clients with the right RBC team members to help continuously meet their needs
* Develop external business referral sources through networking, marketing, and your centres of influence
Requirements:
* 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, as you will regularly serve our clients with English and French-speaking needs.
What We Offer:
* 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
If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
At RBC, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities.
Please let us know if you need any accommodations during the recruitment process.
We look forward to hearing from you
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob Opportunity OverviewAs a Royal Bank of Canada Financial Planner, Investment and Retirement Planning Specialist, 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, leveraging your creativity, motivation, and...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob Opportunity OverviewAs a Royal Bank of Canada Financial Planner, Investment and Retirement Planning Specialist, 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, leveraging your creativity, motivation, and...
-
Montreal, Quebec, Canada Royal Bank of Canada Full time{"Job Title": "Financial Planner Investment and Retirement Planning", "Job Summary": "We are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryAs 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, and your creativity, motivation, and hunger to drive new investment sales will help you provide world-class advice and solutions...
-
Montreal, Quebec, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionThe ideal candidate will be required to speak Cantonese and possess excellent communication skills to effectively interact with clients.What is the Opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing RBC...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWe are seeking two (2) experienced professionals to work remotely from home to serve the Outaouais region as part of our Financial Planning team.What is the Opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWe are seeking two (2) experienced professionals to work remotely from home to serve the Outaouais region as part of our Financial Planning team.What is the Opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you will develop relationships and create custom investment solutions for prospective and existing...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our comprehensive range of...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a skilled Financial Planner to join our team at the Royal Bank of Canada. As a Financial Planner, you will develop relationships with clients and create custom investment solutions to help them achieve their long-term goals.Key ResponsibilitiesProvide tailored financial planning advice and solutions using our comprehensive range of...
-
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way....
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, 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, leveraging your creativity, motivation, and sales skills to provide world-class...
-
Montreal, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Royal Bank of Canada Financial Planner, 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, leveraging your creativity, motivation, and sales skills to provide world-class...
-
Financial Planner, Chabanel, Montréal
1 week ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Banque Scotia. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Financial Planner, Chabanel, Montréal
1 week ago
Montreal, Quebec, Canada Banque Scotia Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team at Banque Scotia. As a Financial Planner, you will be responsible for developing and maintaining relationships with clients, providing high-quality financial planning and investment advice, and helping clients achieve their unique financial goals.Key...
-
Financial Planner, Downtown Montreal
1 day ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleWe are seeking a skilled Financial Planner to join our team in Montreal. 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.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...
-
Financial Planner, Downtown Montreal
2 days ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleWe are seeking a skilled Financial Planner to join our team in Montreal. 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.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...
-
Financial Planner, Downtown Montreal
14 hours ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201233We are seeking a skilled Financial Planner to join our team at Scotiabank. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Financial Planner, Downtown Montreal
16 hours ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planner RoleRequisition ID: 201233We are seeking a skilled Financial Planner to join our team at Scotiabank. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...
-
Financial Planner, Chabanel, Montreal
1 day ago
Montreal, Quebec, Canada Scotiabank Full timeFinancial Planning ExpertiseWe are seeking a skilled Financial Planner to join our team at Scotiabank. 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.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...
