Financial Planner Relationship
6 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- EN
2 days ago
Saint-Constant, Canada RBC Full timeWhat is the opportunity? As an RBC Financial Planner, you manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of their 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...
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Saint-Constant, Canada RBC Full timeA leading financial institution is seeking a Financial Planner to manage and grow a portfolio of affluent clients. You will provide tailored financial advice, maintain client relationships, and expand your network. The ideal candidate should have a Financial Planning Designation and experience in financial planning, along with bilingual capabilities in...
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Financial Planner
2 days ago
Saint-Eustache, Canada TD Full timeJoin to apply for the Financial Planner - Sainte-Eustache role at TD Work Location: Laval, Quebec, Canada Hours 37.5 Line Of Business TD Wealth Pay Details 0 $/$0 - 0 $/$0 CAD This role is eligible for commission-based earnings. Job Description TD Wealth provides personalized advice, solutions, and service to clients through a holistic approach to wealth...
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Financial Planner
2 weeks ago
Saint John, Canada Royal Bank of Canada> Full timeDescription du posteWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to grow and manage 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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Saint John, Canada Scotiabank Full timeA leading financial institution in Saint John is seeking a Financial Planner to develop client relationships and provide investment advice. The ideal candidate has at least 3 years of experience in financial planning and investment sales, possesses relevant certifications, and excels in networking. This role offers a flexible work environment and is focused...
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Financial Planner, Scotia Financial Planning
2 hours ago
Saint John, Canada Scotiabank Full timeOverview Requisition ID: 228410 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division. As a Financial Planner,...
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Financial Planner, Scotia Financial Planning
2 days ago
Saint John, Canada Scotiabank Full timeOverviewRequisition ID: 228410Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team within our Global Asset Management Division.As a Financial Planner, you will...
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Financial Planner
2 days ago
Saint-Eustache, Canada TD Securities Full time2 days ago: Be among the first 25 applicants. Work Location: Saint‑Eustache, Quebec, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: 0 $/$0 - 0 $/$0 CAD. This role is eligible for commission based earnings. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...
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Wealth Planner: Client Growth
2 days ago
Saint-Eustache, Canada TD Securities Full timeA leading financial institution in Saint-Eustache is seeking a Financial Planner to assist clients in achieving their financial goals. The ideal candidate will have a Financial Planner diploma, experience in banking, and fluency in both English and French. This full-time role offers opportunities for growth and development within the organization,...
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Senior High-Net-Worth Wealth Planner
2 days ago
Saint John, Canada Scotiabank Full timeA leading financial institution in Canada is seeking a Total Wealth Planner in Saint John, NB to provide tailored wealth planning services for high-net-worth clients. This role involves delivering comprehensive financial plans and consulting with clients on complex wealth management strategies. The ideal candidate will have a minimum of five years'...
