Job SummaryJob DescriptionRBC Open House | Wednesday, June 18th, 2025Lorena Biason, Regional Vice-President, Financial Planning -- Quebec and Maurice Coté, Regional Vice-President, Financial Planning, Investment and Retirement Planning invite you to an open house on the evening of Wednesday June 18, 2025 at the Place Ville Marie branch between 5:00 p.m. and 7:30 p.m.
We are looking for talent to join our growing teams of financial planning professionals across Quebec. What is the opportunity? Characterized by a strong values-based culture, RBC is rich in opportunities and recognition: an environment where the success of our clients and the prosperity of communities are our priorities.
We believe that we should always earn the privilege of being our clients' first choice, and by joining our team, you will help them find new opportunities and achieve their financial goals. In a spirit of collaboration, you will accomplish valuable work where customer service, accountability, diversity and integrity are the key elements that ensure our collective success. Come meet us, you will have the opportunity to discover our financial planning platform as well as our management team !
We are looking forward to meeting you. Please apply if you are available on this date and interested in participating in a recruitment evening to fill positions in Financial Planning. We are looking for talent to join our growing teams of financial planners.
Financial Planner RelationshipWhat 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 solutionsActively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targetsCultivate relationships with service partners and local markets to optimize business opportunities and referralsWhat do you need to succeed? Must-haveFinancial Planning Designation (IPF) or in the process of completionMutual Funds License (IFIC or CSC)Minimum 3 years' experience in financial planningProven networking and client acquisition skillsAbility to develop a strong referral networkBilingualism (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 benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsFinancial Planner, Investment and Retirement PlanningWhat 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 creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.
With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise. What will you do? Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutionsAcquire and consolidate existing and new-to-RBC clients and assetsConnect clients with the right RBC team members to help continuously meet their needsDevelop external business referral sources through networking, marketing, and your centres of influenceWhat do you need to succeed?
Must-haveFinancial Planning Designation (IPF) or in the process of completionMutual Funds License (IFIC or CSC)Minimum 2 years' experience in financial planningProven networking and client acquisition skillsAbility to cultivate strong partner relationshipsBilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. What are the advantages 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 benefitsWork with a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible work/life balance optionsJob SkillsBusiness Development, Client Centricity, Communication, Long Term PlanningAdditional Job DetailsAddress:City:Country:Work hours/week:0Employment Type:Full timePlatform:PERSONAL \& COMMERCIAL BANKINGJob Type:RegularPay Type:Posted Date:2025-04-29Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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.
