Financial Planner Relationship

2 months ago

Montreal, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

** This is an opportunity for the North East 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

  • Bilingualism (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 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 Planning

Additional Job Details

Address:

1427 BOUL GRAHAM:MONT-ROYAL

City:

MONT-ROYAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-27

Application 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.

  • Financial Planner Relationship

    2 months ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionFinancial Planner RelationshipWhat 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...

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job Summary Job 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....

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job Summary Job 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....

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job Summary Job 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...

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job Summary Job Description ** This is an opportunity for the Montreal Centre Sud 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...

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job SummaryJob 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...

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job SummaryJob 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...

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job SummaryJob Description ** This is an opportunity for the Montreal Centre Sud 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...

  • Financial Planner Relationship

    3 weeks ago

    Montreal, Canada RBC Full time

    Job SummaryJob 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...

  • Financial Planner Relationship

    4 weeks ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job SummaryJob 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....

  • Financial Planning Relationship Manager

    1 month ago

    Montreal, Quebec, Canada RBC Full time

    Unlock Your Potential as a Financial PlannerWe are seeking an exceptional Financial Planner to join our team at RBC in Montreal, Canada. As a key member of our financial services team, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing them with tailored financial planning advice and helping them achieve their...

  • Internship Program-Financial Planner

    4 months ago

    Montreal, Canada IG Wealth Management Full time

    Own your FutureInternship Program – Financial PlannerREGIONS:SaguenayQuébec Rive-SudQuébec - SilleryMontréal West-IslandLavalSherbrookeQuébec - LebourgneufMontréal Rive-SudTerrebonne-LachenaieDorvalTrois-RivièresQuébec - Sainte-FoyMontréal Centre-villeBoisbriandGatineauRouyn-NorandaVal d'OrVictoriaville STATUS: Between 14 and 28...

  • Financial Planner, Investment Retirement Planning

    2 weeks ago

    Montreal, Canada Scotiabank Full time

    Financial Planner, Downtown MontrealRequisition ID: 201233Join a purpose driven winning team, 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. Most importantly, you realize that...

  • Financial Planner

    6 months ago

    Montreal, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Financial Planner

    7 months ago

    Montreal, Canada NBC Full time

    Area of Interest: Advisory services, Personal banking ...

  • Financial Planner

    3 months ago

    Montreal, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives...

  • Financial Planner, Decarie and Ferrier Branch

    6 months ago

    Montreal, Canada Scotiabank Full time

    Requisition ID: 201249 Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your...

  • Financial Planner

    1 month ago

    Montreal, Canada National Bank Full time

    Attendance On-Site Job number 22481 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 05-Sep-2024 Location: Saint-Leonard, Quebec City Saint-Leonard Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a National Bank Financial Planner...

  • Financial Planner

    1 month ago

    Montreal, Canada National Bank Full time

    Attendance On-Site Job number 23071 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 22-Oct-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Advisory services, Personal banking A career as a National Bank Financial Planner means...

  • Financial Planner, Downtown Montreal

    6 months ago

    Montreal, Canada Scotiabank Full time

       Requisition ID: 201233Join a purpose driven winning team, 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. Most importantly, you realize that your clients are your...