Job Description
We are looking for two (2) mobile candidates for the West Island of Montreal What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients.
Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way.
Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.
With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. What will you do?
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence
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 2 years’ experience in financial planning
Proven networking and client acquisition skills
Ability to cultivate strong partner relationships
This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market
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 Additional Job Details
Address :
316 AV DORVAL : DORVAL
City : DORVAL
DORVAL
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform :
Personal and Commercial Banking
Job Type : Regular
Regular
Pay Type : Commission
Commission
Posted Date : 2024-06-04
2024-06-04
Application Deadline :
2024-06-18
I nclusion 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, Investment and Retirement Planning
As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, i...
Financial Analyst Budget and Planning
As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advanceme...
Manager, Corporate Accounting and Financial Reporting
This includes applying accounting policies and procedures as per IFRS and compiling and producing the consolidated financial statements of the Public Sector Pension Investment Board and its four Plan Accounts (Public Sector, Canadian Armed Forces, RCMP and Reserve Force) in both official languages. ...
Oracle Financial Planning and Analysis Administrator
We provide advanced adversary air (ADAIR) and joint terminal attack controller (JTAC) training services to allied forces around the globe, including Canada, Germany and the USA. Propose, design and manage improvement and new functionalities of the application in coordination with other applications;...
Senior Financial Planner Centralized Planning Group
The Senior Financial Planner (SFP) is responsible for teaming with the regional advisors in delivering an exceptional financial planning experience by providing relevant and tailored financial planning proposals and advice to MD clients. The SFP conducts comprehensive and customized financial planni...
Senior Analyst, Planning and Financial Analysis / Analyste principal(e), Planification et Analyse financière
Gather and compile operational and financial information on a monthly and quarterly basis and prepare various Consolidated reports and variance analyses for various stakeholders (vs. You will serve as a key contributor to the coordination, analysis, reporting and presentation of the forecast and bud...
Executive Administrative Assistant, Financial Planning and Investor Relations
At Bombardier, we design, build and maintain the world’s peak-performing aircraft for the world’s most discerning people and businesses, governments and militaries. Reporting to the Vice President, Financial Planning and Investor Relations (IR), you will be asked to:. Please note: You don’t need all...
Analyst financial planning and analysis
Challenge and influence business partners to align opex and capex plans with strategic objectives by analyzing and evaluating their projections to enhance efficiency, cost savings, and identify opportunities. Leverage BI tools to drive business analytics and strategic planning across the organizatio...
Junior Financial Planning and Analysis SpecialistPermanent contractMontreal, Canada
Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management and all Business Lines in their steering with actionable reports on financial performance and forecasts; Independent certification of all financial aggregates in particular the daily P&L explanation...
Analyst, Investment Accounting and Financial Reporting
We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. You will prepare the consolidated investment-related financial statements and notes,...