Job Summary
Job Description
This is an opportunity for the West Island 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
Manage a book of 350 clients
What do you need to succeed?
Must-have
Financial Planning Designation (IQPF)
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
The successful candidate requires fluency in French and English in order to serve our clients in the community with English speaking needs
What are the advantages for you?
We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.
We care about each other, realize our potential, make a difference for our communities and achieve mutual success.
Network and develop lasting relationships with students from diverse backgrounds across CanadaParticipate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
Leaders who support your development with coaching and learning opportunitiesWork in a dynamic, collaborative, progressive and high-performance teamAbility to make a difference and lasting impactEnjoy a comfortable work environment with the ability to dress casually
Job Skills
Business Development, Client Centricity, Communication, Long Term Planning
Financial Planner Relationship
You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clie...
Financial Planner Relationship
You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clie...
Financial Planner Relationship
You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clie...
Financial Planning & Analyst
Expérience d'au moins 2-3ans pertinente en tant qu'Analyste Financier. ...
Financial, Data Reporting Analyst/Responsable de l’analyse financière
Financial/Data Reporting Analyst. Manage comprehensive data sets across different systems such as NetSuite, Salesforce, and OneStream to produce periodic reports on financial and operating KPIs. Financial Planning and Strategy. Specific knowledge of and interest in financial markets would be an asse...
Senior Analyst Compliance Financial Market
A career as a Senior Analyst in the Communications Surveillance team at National Bank is to assist with surveillance and compliance monitoring for the Financial Markets division of NBC. National Bank, Financial Markets (NBFM) is a leading financial services firm providing investment banking services...
Chauffeur Classe 5/Driver-G-L1, Class 5
Nos postes de chauffeurs constituent le lien direct entre notre personnel et nos clients sur site, et sont essentiels au maintien et au développement de relations fructueuses avec ces derniers.Description du posteS'assurer que tous les chargements sont chargés, déchargés et sécurisés correctement ;C...
Administrative Assistant Admin Work From Home - Part-Time Focus Group Panelists
No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists. Administrative assistant admin experience is not necessary. If you are an administrative assistant or someone just looking for a flexible part time remote work...
Customer Service Representative, Logistics
In your role as Customer Service Representative, Logistics at The North West Company (NWC), you will provide tier one StoreConnect support and provide backup support for the Montreal Customer Service Coordinator, Logistics. Dans votre rôle de représentant du service à la clientèle, au service de log...
Full Time Sales Associate - BOSS Outlet, Mirabel
Achieve positive results in personal sales by focusing on relationship selling, building a client base and offering exemplary customer service. Accurately and efficiently complete all sales transactions and maintain proper cash and media accountabilities at POS registers. Specialty Retail Sales expe...