Current jobs related to Financial Planner Relationship - Brossard - Royal Bank of Canada>
-
Brossard, Quebec, Canada Desjardins Full timePosition OverviewThe selected candidate will collaborate closely with account managers to nurture and sustain business relationships with clients and members through various sales support initiatives. The key responsibilities include:Finalizing documentation post-meetings with clients and members, which involves obtaining necessary signatures, addressing...
-
Financial Services Associate
2 weeks ago
Brossard, Quebec, Canada CIBC Full timeAbout the RoleWe're seeking a talented and passionate professional to join our Personal and Business Banking Team as a Financial Services Associate. As a key member of our team, you'll partner with Financial Advisors to help high-value clients achieve their financial goals and secure their futures.Key ResponsibilitiesProvide administrative and client support...
-
Financial Services Associate
2 weeks ago
Brossard, Quebec, Canada CIBC Full timeAbout the RoleWe're seeking a talented and passionate professional to join our Personal and Business Banking Team as a Financial Services Associate. As a key member of our team, you'll partner with Financial Advisors to help high-value clients achieve their financial goals and secure their futures.Key ResponsibilitiesProvide administrative and client support...
-
Brossard, Quebec, Canada Desjardins Full timeThe role involves working closely with account executives to nurture client relationships and support sales initiatives. Your responsibilities will include: Completing necessary documentation after meetings with clients, ensuring all signatures are obtained, addressing operational inquiries, facilitating account openings, and effectively presenting and...
-
Financial Services Associate
2 weeks ago
Brossard, Quebec, Canada CIBC Full timeAbout the RoleWe're seeking a talented and passionate professional to join our Personal and Business Banking Team as a Financial Services Associate. As a key member of our team, you'll partner with Financial Advisors to help high-value clients achieve their financial goals and secure their futures.Key ResponsibilitiesClient Engagement: Leverage your...
-
Brossard, Quebec, Canada Desjardins Full timePosition OverviewThe successful candidate will collaborate closely with account managers to nurture and enhance business relationships with clients and members through various sales support initiatives. Your responsibilities will include:Finalizing documentation post-meetings with clients and members, ensuring all signatures are obtained, addressing...
-
Bilingual Financial Services Specialist
2 days ago
Brossard, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...
-
Bilingual Financial Services Specialist
2 days ago
Brossard, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...
-
Bilingual Financial Services Specialist
2 hours ago
Brossard, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...
-
Bilingual Financial Services Specialist
6 hours ago
Brossard, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and bilingual Financial Planning and Advice Expert to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning and advice to our clients, delivering solutions that meet their needs and goals.Key ResponsibilitiesProactively engage with new and existing...
-
Commercial Banking Relationship Manager
4 days ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Client Relationship Manager (CRM) plays a pivotal role in the Commercial Bank's success in Canada, driving individual goals and initiatives in support of the team's business strategies and objectives. This position ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.Key...
-
Commercial Banking Relationship Manager
4 days ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Client Relationship Manager (CRM) plays a pivotal role in the Commercial Bank's success in Canada, driving individual goals and initiatives in support of the team's business strategies and objectives. This position ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.Key...
-
Commercial Banking Relationship Manager
6 days ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Client Relationship Manager (CRM) plays a pivotal role in the Commercial Bank's success in Canada, driving individual goals and initiatives in support of the team's business strategies and objectives. This role ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.Key...
-
Commercial Banking Relationship Manager
7 days ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Client Relationship Manager (CRM) plays a pivotal role in the Commercial Bank's success in Canada, driving individual goals and initiatives in support of the team's business strategies and objectives. This role ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures.Key...
-
Commercial Banking Relationship Manager
1 week ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Client Relationship Manager (CRM) plays a pivotal role in the Commercial Bank's success in Canada, driving individual goals and initiatives in support of the team's business strategies and objectives. Ensuring all activities are conducted in compliance with governing regulations, internal policies, and procedures is a top priority.Key...
-
Commercial Banking Relationship Manager
1 week ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Client Relationship Manager (CRM) plays a pivotal role in the Commercial Bank's success in Canada, driving individual goals and initiatives in support of the team's business strategies and objectives. Ensuring all activities are conducted in compliance with governing regulations, internal policies, and procedures is a top priority.Key...
-
Commercial Banking Relationship Manager
2 weeks ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Commercial Banking Relationship Manager plays a crucial role in the success of Scotiabank's Commercial Banking division in Canada. This position is responsible for ensuring the execution of individual goals, plans, and initiatives in support of the team's business strategies and objectives.Key Responsibilities:Business Development: Promote...
-
Commercial Banking Relationship Manager
2 weeks ago
Brossard, Quebec, Canada Scotiabank Full timeAbout the RoleThe Commercial Banking Relationship Manager plays a crucial role in the success of Scotiabank's Commercial Banking division in Canada. This position is responsible for ensuring the execution of individual goals, plans, and initiatives in support of the team's business strategies and objectives.Key Responsibilities:Business Development: Promote...
-
Relationship Manager, Td Commercial Banking
3 months ago
Brossard, Canada TD Bank Full time**Relationship Manager, TD Commercial Banking**: - 416859BR **Job Category - Primary** - Commercial Banking **Work Location** - 4805 Lapiniere Blvd **Employment Type** - Regular **City** - Brossard **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD...
-
Client Relationship Manager, Commercial Banking
3 months ago
Brossard, Canada Scotiabank Full timeRequisition ID: 200397 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...
Financial Planner Relationship
3 months ago
Job Summary
Job Description
** This is an opportunity for the South Shore of Montreal region **
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 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 solutions
- Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?
Must-have
- Financial Planning Designation (IPF) or in the process of completion
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
The successful candidate requires fluency in French and English in order to serve our clients in the community with English 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 benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job Skills
Business Development, Client Centricity, Communication, Long Term PlanningAdditional Job Details
Address:
2151 BOUL LAPINIÈRE:BROSSARDCity:
BROSSARDCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-03-28Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. 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.
Join our Talent Community
Stay 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.
