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. 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 PlanningAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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.
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.
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.
Financial Planner Relationship • MONTRÉAL, Canada
Elevate your career as a Mortgage Specialist in a fully remote setting.Utilize your consultative skills to deliver tailored financial solutions while fostering meaningful relationships with clients...Show more
A major financial institution in Montreal is seeking a Financial Planner who will advise clients and draft financial plans to help achieve their life goals.This role requires expertise in investmen...Show more
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...Show more
Valsoft's TAG Software Group is looking for an experienced and dynamic Financial Business Partner to support our Companies in a remote or hybrid role.TAG Software Group is a team of experienced inv...Show more
Become a commissioned financial consultant in a self-driven role.Use your people skills to build meaningful client relationships and guide them toward financial success.This position is perfect for...Show more
Nous sommes à la recherche d’un(e) analyste FP&A proactif(ve) et axé(e) sur l’analyse pour rejoindre notre équipe de planification et d’analyse financière.Ce poste travaillera en étroite collaborat...Show more
Drive financial excellence as a Financial Planning Analyst.Focus on budget coordination, financial analysis, and performance tracking while promoting data-driven decision-making in a hybrid setup.T...Show more
Shape financial futures as a Financial Planner, specializing in customized planning and relationship management to help clients achieve their financial dreams in a dynamic environment.You will be i...Show more
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...Show more
Deliver comprehensive tax, estate, and wealth planning as a High Net Worth Planner.Collaborate with advisors to offer customized guidance and drive impactful solutions for affluent clients in a hyb...Show more
Elevate your career in financial planning by focusing on retirement strategies for high-income professionals.Use your expertise to create clear, actionable plans in a collaborative team environment...Show more
Elevate financial strategies as a Financial Planning Analyst in a tech-driven company.Play a pivotal role in forecasting, KPI analysis, and enhancing reporting processes to support business growth....Show more
The Manager, Financial Planning & Analysis plays a critical role in ensuring accurate and timely reporting of business performance, as well as thorough and robust financial forecasts.This highly vi...Show more
Step into the role of Financial Planning Consultant, providing expert user support and dynamic training from a remote location.Help clients harness the power of financial planning through innovativ...Show more
A leading commerce platform provider in Montreal is seeking a Lead Analyst in Financial Planning & Analysis to support business unit leaders.The ideal candidate should have over 5 years of financia...Show more
Advisory services, Personal banking.A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals...Show more
A leading financial planning firm in Canada is seeking experienced financial planners to deliver comprehensive services to business owners, achieve sales targets, and maintain exceptional client sa...Show more
Private Client Adviser / Securities Specialist / Financial Planner.Position: Private Client Adviser / Securities Specialist / Financial Planner.Location: Saskatchewan - REMOTE.Salary: $180,000 - $2...Show more
