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Planner Jobs in Quebec City, QC

Last updated: 8 days ago
Financial Planner Relationship

Financial Planner Relationship

Royal Bank of Canada>QUÉBEC, Canada
Show moreLast updated: 30+ days ago
Financial Planner - Québec City

Financial Planner - Québec City

ScotiabankQuebec, QC, CA
Show moreLast updated: 30+ days ago
Financial Planner - Sainte-Eustache

Financial Planner - Sainte-Eustache

The Toronto-Dominion Bank (Canada)Québec,Eustache,Saint
CA$77,598.00 yearly
Full-time
Show moreLast updated: 30+ days ago
  • Promoted
Financial Service Representative (Hybrid)

Financial Service Representative (Hybrid)

National BankLevis, Quebec
Permanent
Show moreLast updated: 18 days ago
Health, Safety & Environment Coordinator

Health, Safety & Environment Coordinator

BGISQuebec, QC, Canada
Full-time
Show moreLast updated: 30+ days ago
Planificateur / Planificatrice – Projets Majeurs (Planner - Major Projects)

Planificateur / Planificatrice – Projets Majeurs (Planner - Major Projects)

ColliersQuebec City, QC, CA
CA$87,355.00–CA$109,245.00 yearly
Show moreLast updated: 30+ days ago
Financial Planning Practice Lead

Financial Planning Practice Lead

MD Financial ManagementQuebec, QC
CA$60,000.00 yearly
Show moreLast updated: 30+ days ago
Financial Planner

Financial Planner

BMOCAN,QC,THERESE,SAINTE
CA$44,500.00–CA$82,500.00 yearly
Full-time +1
Show moreLast updated: 8 days ago
Financial Planner Relationship

Financial Planner Relationship

0000050007 Royal Bank of CanadaCanada,Quebec,HYACINTHE,SAINT
CA$34.50 hourly
Full-time
Show moreLast updated: 30+ days ago
Internship Program-Financial Planner

Internship Program-Financial Planner

IG Wealth ManagementQuébec, Quebec, Canada
Full-time +2
Show moreLast updated: 30+ days ago
Power Turbine Materials Manager

Power Turbine Materials Manager

SiemensQuebec, QC
Full-time
Show moreLast updated: 18 days ago
Chargé(e) de projets TI sénior

Chargé(e) de projets TI sénior

TEHORALevis, QC, CA
Full-time
Quick Apply
Show moreLast updated: 30+ days ago
Adjointe administrative - Adjoint administratif - Marketing

Adjointe administrative - Adjoint administratif - Marketing

StantecVille de Québec, QC, CAN
CA$22.00–CA$26.00 hourly
Show moreLast updated: 30+ days ago
Customer Service Supervisor - Bilingual

Customer Service Supervisor - Bilingual

Graymont LimitedQC, Remote, Canada
CA$23.00–CA$25.00 hourly
Remote
Show moreLast updated: 30+ days ago
Mobility Planner / Engineer - Ottawa

Mobility Planner / Engineer - Ottawa

Parsons CorporationQuebec City,QC,CA
CA$69,677.00–CA$102,625.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

0000050824 RBC Life Insurance CompanyCanada,Quebec,CLAIRE,POINTE
CA$50,000.00 yearly
Full-time
Show moreLast updated: 30+ days ago
Human Ressources Technician

Human Ressources Technician

OPTELQuebec, QC, Canada
CA$24.21–CA$32.32 hourly
Full-time
Show moreLast updated: 30+ days ago
Planificateur(trice) De Demandes (FO)

Planificateur(trice) De Demandes (FO)

Fuze HRQuebec, Canada
CA$69,677.00–CA$102,625.00 yearly
Permanent
Show moreLast updated: 30+ days ago
Planificateur de la vente au détail / Retail Planner

Planificateur de la vente au détail / Retail Planner

EightSix NetworkQC
CA$20.00 hourly
Show moreLast updated: 30+ days ago
Financial Services Representative

Financial Services Representative

NBCQuebec, Quebec
CA$21.00 hourly
Show moreLast updated: 30+ days ago
Financial Planner Relationship

Financial Planner Relationship

Royal Bank of Canada>QUÉBEC, Canada
30+ days ago
Job description

Job 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

  • 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.
  • 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

    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

    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.

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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 .