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, Relationship management, Networking
Montreal, Quebec, Canada · On-site
Who We Are Specializing in stylish and accessible footwear, handbags, and accessories, the ALDO Group brings over 50 years of fashion expertise to the global stage. With close to 1,500 stores across more than 110 countri…
Skills: Sales, Visual merchandising, Customer service, Loss prevention, Inventory management
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
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, Networking
Winnipeg, Manitoba, Canada · On-site
$45k–$50k/yr
Patient Services Associate Inizio is seeking a Patient Services Associate who is passionate about working with physicians and nurses every day to help improve patients’ lives. This role offers a unique opportunity to lau…
Skills: Communication, Interpersonal skills, Organization, Self-motivation, Service-oriented
Ottawa, Ontario, Canada · On-site
$59k–$93k/yr
To thrive as an Outside Pro Representative, you must enjoy building relationships, solving problems, and getting results. If you have a hunter mentality, love working with professional customers, want to grow your custom…
Skills: Sales, Relationship building, Problem solving, Strategic planning, CRM
Montreal, Quebec, Canada · Hybrid
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide t…
Skills: Wealth management, Business relationship management, Financial strategy, Investment advice, Risk management
Montreal, Quebec, Canada · Hybrid
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide t…
Skills: Wealth management, Financial planning, Business development, Relationship management, Investment strategy
Montreal, Quebec, Canada · Hybrid
Trace la courbe de ta carrière dans l'équipe CRIQ Nous offrons un accompagnement technologique et des services techniques aux entreprises québécoises qui leur permettent d’innover et d’augmenter leur productivité de faço…
Skills: Business development, Client relationship management, Innovation consulting, Strategic planning, Sales techniques
Montreal, Quebec, Canada · Hybrid
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in execut…
Skills: Wealth management, Business development, Financial planning, Investment strategies, Client relationship management
Ottawa, Ontario, Canada · On-site
$59k–$93k/yr
To thrive as an Outside Pro Representative, you must enjoy building relationships, solving problems, and getting results. If you have a hunter mentality, love working with professional customers, want to grow your custom…
Skills: Sales, Relationship building, Problem solving, CRM, Salesforce
Montreal, Quebec, Canada · Hybrid
About GardaWorld Donnez une nouvelle vision à votre carrière avec GardaWorld | Rédacteur(trice) de propositions de services – Mode hybride (Déplacements à Toronto ou à Montréal pour des rencontres en personne occasionnel…
Skills: Proposal writing, Bid management, Project management, Strategic planning, Technical writing
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
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 · 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
About GardaWorld Donnez une nouvelle vision à votre carrière avec GardaWorld | Spécialiste marketing, services de sécurité GardaWorld transforme la façon dont les entreprises protègent leurs employés et leurs actifs. En …
Skills: Marketing strategy, B2B marketing, Growth marketing, Lead generation, Project management
Montreal, Quebec, Canada · On-site
Job Description ** This is an opportunity for the Centre-Sud of Montréal region ** What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. Y…
Skills: Financial planning, Business development, Client acquisition, Networking, Relationship management
Montreal, Quebec, Canada · Hybrid
$88k–$138k/yr
employé permanent à temps plein - Notre organisation est solide et en pleine croissance. C'est le moment idéal pour rejoindre cette formidable entreprise. Intégrez notre équipe de ventes internes en gestion de patrimoine…
Skills: Leadership, Coaching, Sales management, Wealth management, Strategic planning
Montreal, Quebec, Canada · Hybrid
We are seeking a talented individual to join our Institutional Investment Sales team at Mercer. This role will be based in Montreal. This is a hybrid role that has a requirement of working at least three days a week in t…
Skills: Institutional Investment Sales, Business Development, Relationship Management, Strategic Sales Planning, Client Engagement
Montreal, Quebec, Canada · Hybrid
version française à suivre Company Overview Intercash is a leading global provider of payments and financial services specializing in card issuing and card program management technology and services. Intercash’s technolo…
Skills: B2B sales, Lead management, Communication skills, Consultative selling, Fintech industry knowledge
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Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning and advice. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requires a Financial Planning Designation (IPF) and a Mutual Funds License (IFIC or CSC). Candidates must have at least 3 years of experience in financial planning 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.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
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