Financial Planner Relationship
7 days ago
Job DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes 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.What will you do?Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed?Must-haveFinancial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)Minimum 3 years’ experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkBilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.What’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Full-time RBC employee status with unlimited earning potential and full benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:184 BOUL D'ANJOU:CHÂTEAUGUAYCity:ChâteauguayCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:PERSONAL & COMMERCIAL BANKINGJob Type:RegularPay Type:SalariedPosted Date:2025-12-04Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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Financial Planner Relationship
7 days ago
Châteauguay, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...
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Financial Planner Relationship
7 days ago
Châteauguay, Quebec, Canada RBC Full time US$50,000 - US$150,000 per yearJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless...
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Personal Banking Associate
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Châteauguay, Canada BMO Financial Group Full time129 boul D'Anjou CHATEAUGUAY Quebec,J6J 2R3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer...
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Wealth management advisor
6 days ago
Châteauguay, Quebec, Canada Desjardins Full time $80,000 - $120,000 per yearAs a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...
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Mortgage Specialist Associate
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Châteauguay, Canada Bank of Montreal Full timeApplication Deadline: 11/28/2025 Address: 129 boul D'Anjou Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as...
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Wealth Management Advisor
2 weeks ago
Châteauguay, Quebec, Canada Desjardins Full time $90,000 - $120,000 per yearAs a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management...
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Sales and Service Advisor- Advice Centre
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Châteauguay, Canada Royal Bank of Canada Full timeJob Description What is the opportunity?The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work.We will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by l’Autorité des marches...
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Mortgage Specialist Associate
5 days ago
Châteauguay, Quebec, Canada BMO Full time $36,000 - $54,500Application Deadline:11/28/2025Address:129 boul D'Anjou Job Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as...
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Wealth Management Advisor
2 weeks ago
Châteauguay, Quebec, Canada Desjardins Full time $80,000 - $120,000 per yearAs a wealth management advisor, you serve, solicit, develop and maintain business relationships with affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients reach their financial and personal goals. You serve as an advisor for the 360° wealth management...
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Assistant Manager, Market Development
1 hour ago
Châteauguay, Quebec, Canada Desjardins Full timeAs a market development assistant manager, you support Desjardins's strategic priorities by leading your department, tapping into the full market potential and meeting the needs and expectations of members and clients. You are responsible for the strategic and operational management of a team dedicated to selling financial products and services in a specific...
