Job Description
What is the opportunity?
As an RBCFinancial Planner,youhave the opportunity tomanage andgrowa portfolio ofmass affluent clients.Youprovide ongoingcomprehensivereviewsof your clients’ financial circumstances,creatinglong-term relationships through superioradvice, financial planningexpertise, 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 achievetheir 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?
Providetailor-made financial planning advice andhelp clients reach their goals,using our unparalleled array of investment,credit,andeverydaybankingsolutions
Activelymaintainandexpandyourportfolio of clients using value-based relationship management practices, achieving performance targets
Cultivaterelationships with service partners and local marketstooptimizebusiness opportunities and referrals
What do you need to succeed?
Must-have
Financial Planning Designation (IPF)
Mutual Funds License (IFIC or CSC)
Minimum3years’ 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’sin 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
Address:
3100 BOUL LE CARREFOUR:LAVALCity:
LavalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-05-28Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.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 • LAVAL, Quebec, Canada
Our mission is to be the preferred airline of our customers and our team.Open-mindedness, concern for others, intelligence at work and, above all, a healthy dose of fun enable us to achieve great t... Voir plus
Explore a career as a Financial Analyst at Brightspark, where you will support investment strategies, perform deal analysis, and connect with startups in a hybrid model.This role best suits candida... Voir plus
Join Diligence Wealth Management as a Wealth Management Advisor and embark on a fulfilling career in finance.This role emphasizes mentorship and client interactions crucial for financial success.Di... Voir plus
Become a Bilingual Registered Plans Administrator in a hybrid work setting, focusing on precision and excellent client service.This dynamic role entails managing requests for registered plans effic... Voir plus
Drive financial success in your community as a Financial Planner with Scotiabank in Beaconsfield.Use your financial acumen to enhance client experiences and growth.In this role, you will provide ex... Voir plus
A leading HVAC manufacturer is seeking a Financial Reporting Manager based in Dorval, Quebec.The role involves overseeing financial consolidation, ensuring IFRS compliance, and managing stakeholder... Voir plus
Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Voir plus
Are you passionate about great storytelling, about exploring the issues that matter, about pushing the boundaries in new audiovisual experiences? So are we.As Canada’s public producer and distribut... Voir plus
Apotex est une entreprise mondiale dans le domaine de la santé, établie au Canada.Nous améliorons l’accès quotidien à des médicaments et à des produits de santé abordables et novateurs pour des mil... Voir plus
Location: Montreal (Day 1 onboarding onsite / in office presence 3x week).Support month-end close processes including preparation of journal entries, recording entity-level adjustments, and researc... Voir plus
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Voir plus
Wealth Advisor/Financial Planner (Fidelity Canada).Wealth Advisor/Financial Planner.Current work authorization for Canada is required for all openings.As part of Fidelity's dynamic work model, you ... Voir plus
Contribute to Intact's financial success as a Financial Specialist in our hybrid model, focusing on private investments and strategic partnership development.This role is pivotal for advancing our ... Voir plus
Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.As a Financial Planner, you will focus on devel... Voir plus
Made by Gather - the company behind America’s fastest-growing kitchenware brands.Founded in 2003 by entrepreneur Shae Hong, Made by Gather makes super-premium design and innovation accessible to th... Voir plus
Specializing in stylish and accessible footwear, handbags, and accessories, the ALDO Group has been around for more than 50 years.With over 1,500 stores in more than 100 countries, we operate under... Voir plus
A leading HVAC manufacturer is seeking a Financial Reporting Manager based in Dorval, Quebec.The role involves overseeing financial consolidation, ensuring IFRS compliance, and managing stakeholder... Voir plus
Become a Junior Wealth Management Advisor and enjoy an entrepreneurial journey.Benefit from structured mentorship while developing your own client-focused practice.Ideal for individuals passionate ... Voir plus
Notre client est une organisation internationale bien établie, reconnue pour la réalisation de projets complexes à travers différents marchés mondiaux, avec une solide feuille de route en matière d... Voir plus
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Voir plus
