Montreal, Quebec, Canada · On-site
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…
Skills: Financial planning, Business development, Client acquisition, Networking, Relationship management
Montreal, Quebec, Canada · Hybrid
As an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a director or manager reporting to a vice-president. You also provide ad…
Skills: Administrative support, Secretarial support, Communication, Planning, Coordination
Montreal, Quebec, Canada · On-site
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Financial advice, Sales results, Client engagement, Relationship building, Business development
Montreal, Quebec, Canada · On-site
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Financial planning, Relationship management, Investment advice, Portfolio management, Team leadership
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months with the possibility of extension This posting is intended primarily for unionized employees covered by the accreditation As an Agent, Office work and operations, you play a key role in s…
Skills: Data entry, Data processing, Database integrity, Administrative support, Operational efficiency
iA Financial Group (Industrial Alliance)Montreal, Quebec, Canada · Hybrid
Job Description Build the Future with Us Do you enjoy structured, detail-oriented, and hands-on work? Are you looking to contribute to the quality of service provided to our clients while playing a key role within a dedi…
Skills: Administrative support, Claims processing, Data entry, Document management, Financial transactions
Montreal, Quebec, Canada · Hybrid
Who we are: Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our brand family has grown.…
Skills: Customer support, Call center operations, Problem-solving, Analytical skills, Financial literacy
Brossard, Quebec, Canada · Hybrid
As a business account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on behalf of Desjard…
Skills: Account management, Business development, Strategic negotiation, Relationship management, Risk management
iA Financial Group (Industrial Alliance)Montreal, Quebec, Canada · Hybrid
Job Description Build the future with us Are you driven by transforming the individual savings sector and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about thei…
Skills: Product ownership, Product roadmap, Business requirements, User stories, Stakeholder management
Montreal, Quebec, Canada · Hybrid
As an administrative assistant, you help carry out administrative activities for your sector. You provide administrative and secretarial support to a director or manager reporting to a vice-president. You also provide ad…
Skills: Administrative support, Secretarial activities, Agenda management, Meeting coordination, Budget monitoring
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemen…
Skills: Operational support, Data entry, Reconciliation, Transaction processing, Customer service
Baie-Comeau, Quebec, Canada · Hybrid
Trace la courbe de ta carrière dans notre équipe Investissement Québec Choisir Investissement Québec, c’est devenir le partenaire de milliers d’entreprises québécoises et les accompagner dans la réalisation de leurs plus…
Skills: Financial analysis, Restructuring, Insolvency, Asset recovery, Financial modeling
Montreal, Quebec, Canada · Hybrid
Technicien - Fiscalité des particuliers Finance et comptabilité Poste permanent Nous sommes nés d'une troupe éclectique. Viens vivre l'expérience d'être toi-même au quotidien pour créer l'extraordinaire. NOTRE MISSION De…
Skills: Individual taxation, Payroll processing, Tax compliance, Canadian tax returns, US tax returns
Montreal, Quebec, Canada · Hybrid
Temporary position for 12 months with the possibility of extension This posting is intended primarily for unionized employees covered by the accreditation As an Agent, Office work and operations, you play a key role in s…
Skills: Data entry, Data processing, Database integrity, Administrative support, Operational efficiency
Montreal, Quebec, Canada · On-site
Job Description ** This is an opportunity for a stagiaire position in the Centre-Sud region ** What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluen…
Skills: Financial planning, Business development, Client acquisition, Relationship management, Investment solutions
Lévis, Quebec, Canada · Hybrid
As project lead, you support the project sponsor and oversee a work team involved in cross-sector projects and initiatives to ensure objectives are met. You participate in all the different project phases, from design to…
Skills: Project management, Strategic planning, Budget management, Risk management, Stakeholder management
Montreal, Quebec, Canada · On-site
The work mode arrangement for the position is full-time on site. The incumbent carries out various operational activities related to processes associated with caisse products and services. He or she carries out supplemen…
Skills: Operational support, Data entry, Transaction processing, Reconciliation, Customer service
iA Financial Group (Industrial Alliance)Montreal, Quebec, Canada · Hybrid
Job Description Build the future with us Are you driven by the protection of personal information and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their fu…
Skills: Privacy protection, Compliance, Risk management, Privacy impact assessments, Governance
Montreal, Quebec, Canada · On-site
Official Internal Job Title: Secretary III Status: Temporary (Durée déterminée) Job Description: Travailler chez Beneva, c’est contribuer à redonner à l’assurance son sens premier : l’humain. C’est collaborer dans un cli…
Skills: Administrative support, Billing, Budget preparation, Data entry, Calendar management
Montreal, Quebec, Canada · Hybrid
Company Description Wepoint is the architect of major transformations for businesses and public sector organizations. We support our clients from strategy through technological implementation, always striving to think be…
Skills: Data governance, Data quality, Data strategy, Data management, Stakeholder management
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Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning advice and tailored solutions. Actively expand the client base through networking and cultivating relationships with local service partners.
Requires a Financial Planning Designation (IPF) and a Mutual Funds License (IFIC or CSC). Candidates must have at least 3 years of financial planning experience and be bilingual in English and French.
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.
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
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.
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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