Financial planner Jobs in Brossard, QC
Financial Planner Relationship
Royal Bank of Canada>BROSSARD, Canada
Maintenance Planner
HolcimSt-Constant, Quebec, CA, J5A 2G4- Promoted
Project Planner
CAEMontreal- Promoted
Financial Data Analyst
Randstad CanadaMontreal, Quebec, CA
Financial Planner
BMOMONTREAL, QC, CAN){kind=logo}
Financial Planner - Montreal
The Toronto-Dominion Bank (Canada)Montréal, Québec
Internship Program-Financial Planner
IG Wealth ManagementMontréal, Quebec, Canada- Promoted
Maintenance Planner
freelance.caSaint-Constant, Canada
Financial Planner
NBCMontreal, Quebec- Promoted
Financial Planner (On-Site)
National BankMontreal, Quebec
Financial Planner Relationship
0000050007 Royal Bank of CanadaCanada,Quebec,ROYAL,MONT
Financial Planner Relationship
RBC - Royal BankMont-Royal, QC
Financial Planner Relationship
Royal Bank of CanadaLONGUEUIL, Quebec, Canada
- Promoted
Financial Controller
Fed Finance CanadaLongueuil, Quebec, Canada- Promoted
Production planner (AF)
Totem recruteur de talentMontréal, Québec, Canada
Process Planner
CyientMontreal, CanadaFinancial Planner Relationship
Royal Bank of Canada>BROSSARD, CanadaJob Summary
Job Description
Lorena Biason, Regional Vice-President, Financial Planning – Quebec and her team are hiring !
We are looking for talent to join our growing team of financial planning professionals across Quebec.
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
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.
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Additional Job Details
Address :
1 PLACE VILLE MARIE : MONTRÉAL
City : MONTRÉAL
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform :
PERSONAL & COMMERCIAL BANKING
Job Type : Regular
Pay Type : Salaried
Posted Date : 2024-10-28
Application Deadline :
I nclusion and Equal Opportunity Employment
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