Financial Planner Jobs in Quebec

Job SummaryJob DescriptionWhat 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...

Job Summary Job Description 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 ...

Application Deadline: 05/03/2024 Address: 2099 boulevard Marcel-Laurin Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through ref...

POSITION Senior Officer, Finance TERM Permanent. 35-hour work week. SALARY The salary range $55,000-$65,000 per year. LOCATION Head Office, Montréal, QC Are you passionate for analytics? Do you enjoy resolving complex navigations and financial practices? Are you good at Mentoring a team all while understanding the importance of detail and navigating the minutiae? We have a place for you! Reportin...

Requisition ID: 197239Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team s overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of yo...

*Job Summary* *Job Description* *What is the opportunity?* As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business development, opportunity spotting and...

Job Summary Job Description This opportunity is for the Outaouais region What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals you...

Job Description This opportunity is for the Outaouais region What is the opportunity? As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your ...

Requisition ID: 188745Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term rel...

Requisition ID: 188747Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term rel...

Requisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about buil...

Requisition ID: 184514Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term rel...

Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite...

Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite...

Job SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite...

Application Deadline:05/10/2024Address:5145, chemin-Cote des-NeigesJob Family Group:Retail Banking Sales & ServiceThe financial planner will be assigned to 2 branches, 5145 Queen-Mary and 2163 Ste-Catherine West in Montreal.Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sa...

Job SummaryJob DescriptionWhat 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 you...

Requisition ID: 188458 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Montreal market. As a dedicated entrepreneur, you understand that growing a practice is all about bui...

Requisition ID: 188454Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent South Shore market. As a dedicated entrepreneur, you understand that growing a practice is all about building l...

Requisition ID: 189336Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term rel...

Are you fueled by challenges? Do you want : Become a successful entrepreneur? To be in business? Play a defining role in people's lives? To be recognized for your consulting service? Go ahead, take charge of your professional future! Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the support you need to achieve your professiona...

Application Deadline: 04/26/2024 Address: 5353 Chemin Queen Mary Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals...

Requisition ID: 197239 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Financial Advisor, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of y...

Application Deadline:05/02/2024Address:1324 boulevard TalbotJob Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides ot...