Montreal, Quebec, Canada · On-site
Job Description RBC is seeking an experienced financial planner to advise and support clients from the Asian community in achieving their financial goals. What is the opportunity? As an RBC Financial Planner, you have th…
Skills: Business Development, Client Centricity, Communication, Long Term Planning, Financial Planning
Montreal, Quebec, Canada · On-site
Job Description What is the opportunity? A key member of an Estate Planning Specialist’s team within RBC Wealth Management Financial Services, the role of the High-Net-Worth Insurance Analyst is to deliver creative and e…
Skills: Strategic insurance planning, Estate planning, Tax planning, Insurance illustration software, Financial analysis
Montreal, Quebec, Canada · On-site
Job Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of…
Skills: Client Centricity, Communication, Critical Thinking, Curious Mindset, Financial Advice
Montreal, Quebec, Canada · Hybrid
CoreFactor is searching for a Bilingual (French/English) Specification Specialist on a contract basis for a client located in Montreal, Quebec. This position is hybrid and will require the successful incumbent to travel …
Skills: SAP ERP, SAP Recipe Development, Quality Management, Product Lifecycle Management, Bill of Materials Analysis
Montreal, Quebec, Canada · Hybrid
$112k–$162k/yr
At PwC, our people in workforce consulting focus on providing consulting services related to human resources, talent management, and organisational development. They analyse client needs, develop people and organisation …
Skills: HR transformation, Talent management, Organizational development, Project management, Change management
Montreal, Quebec, Canada · On-site
$85k–$135k/yr
At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and …
Skills: Financial services, Operational strategy, Business diagnostics, Target operating model design, Project management
Montreal, Quebec, Canada · On-site
Job Description Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of…
Skills: Client Centricity, Communication, Critical Thinking, Curious Mindset, Financial Advice
iA Financial Group (Industrial Alliance)Toronto, Ontario, Canada · Hybrid
$85k–$125k/yr
Job Description About iA Global Asset Management iA Global Asset Management (iAGAM) is one of Canada’s leading asset managers, overseeing more than $100 billion in assets under management across a broad range of retail a…
Skills: Investment strategy, Client relationship management, Portfolio management, Business development, Financial analysis
Montreal, Quebec, Canada · Hybrid
Ce que nous recherchons Le ou la Stratège et chef de pratique IA joue un rôle central dans l’identification, la conception et la structuration de solutions alimentées par l’intelligence artificielle pour les clients et é…
Skills: AI Strategy, Generative AI, Product Design, UX/UI Principles, LLMs
Toronto, Ontario, Canada · Hybrid
$138k–$185k/yr
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce Salesforce is the #1 AI …
Skills: Enterprise sales, Account management, Public sector sales, Consultative selling, API management
Montreal, Quebec, Canada · Remote OK
Were building a proactive talent pool of experienced IT professionals across Montreal and throughout Quebec. If you are open to new opportunities in software development, DevOps/SRE, data, cloud, security, QA, mobile, or…
Skills: Software Development, DevOps, Site Reliability Engineering, Data Science, Machine Learning
Montreal, Quebec, Canada · Hybrid
Chez Vooban, nous ne faisons pas simplement livrer des solutions d'IA : nous aidons les organisations, à commencer par la nôtre, à apprendre à les construire, les opérer et les faire évoluer par elles-mêmes. Leader canad…
Skills: Agentic architectures, LangChain, CrewAI, AutoGen, Claude Code
SyntaxMontreal, Quebec, Canada · Remote OK
Syntax is a leading Managed Cloud Provider for Mission Critical Enterprise Applications and has been providing comprehensive technology solutions to businesses of all sizes since 1972. Syntax has undisputed strength to i…
Skills: SAP SD, OTC processes, Wholesale industry, SAP S/4HANA, Solution architecture
Laval, Quebec, Canada · Hybrid
BPA, c’est bien plus qu’une firme d’ingénierie : c’est une équipe passionnée qui façonne les bâtiments et infrastructures de demain. Présente à trav…
Skills: Billing, Accounting, Project management, Financial analysis, ERP systems
Calgary, Alberta, Canada · On-site
$96k–$125k/yr
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: EHS Strategy, Safety Culture Transformation, EHS Management Systems, Risk Assessment, Audit Programs
Calgary, Alberta, Canada · On-site
$96k–$125k/yr
Chez EY, nous sommes All in pour façonner votre avenir en toute confiance. Nous vous aiderons à réussir au sein d’un puissant réseau d’équipes diversifiées connectées à l’échelle mondiale et à mener votre carrière là où …
Skills: HSE Strategy, Project Management, Risk Assessment, Audit Programs, Client Leadership
Calgary, Alberta, Canada · On-site
$125k–$175k/yr
Chez EY, nous sommes All in pour façonner votre avenir en toute confiance. Nous vous aiderons à réussir au sein d’un puissant réseau d’équipes diversifiées connectées à l’échelle mondiale et à mener votre carrière là où …
Skills: HSE Strategy, Project Management, Risk Assessment, Client Leadership, Change Management
Calgary, Alberta, Canada · On-site
$125k–$175k/yr
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor…
Skills: EHS Strategy, Safety Culture Transformation, EHS Management System Design, Risk Assessment, Audit Programs
Ottawa, Ontario, Canada · Hybrid
At Alto, we are actively contributing to the transformation of Canada's future with our high-speed train project connecting Quebec City and Toronto. With the support of the Government of Canada, this innovative project a…
Skills: Urban Planning, Land Use Planning, Project Management, Technical Analysis, Stakeholder Engagement
Ottawa, Ontario, Canada · Hybrid
Chez Alto, nous participons activement à la transformation du Canada de demain grâce à notre projet de train à grande vitesse reliant Québec à Toronto. Avec le soutien du gouvernement du Canada, cette initiative novatric…
Skills: Urban Planning, Civil Engineering, Project Management, Technical Writing, Stakeholder Management
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Manage and grow a portfolio of mass affluent clients by providing comprehensive financial reviews and tailor-made advice. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requires a Financial Planning Designation (IPF), Mutual Funds License (IFIC or CSC), and at least 3 years of experience in financial planning. Candidates must be bilingual in English and French and possess proven client acquisition skills.
RBC is seeking an experienced financial planner to advise and support clients from the Asian community in achieving their financial goals.
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)
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
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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Offices: 20 King St W, Toronto, Ontario M5H 1C4, CA · 335 8 Ave SW, Calgary, Alberta T2P 1C9, CA · 1055 W Georgia St, Vancouver, British Columbia V6E 0B6, CA · 90 Sparks St, Ottawa, Ontario K1P 5B4, CA · 1 Place Ville-Marie, Montreal, Quebec H3B 3Y1, CA
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