RBC Open House Financial Planning | Wednesday June 18th, 2025
RBC Open House Financial Planning | Wednesday June 18th, 2025
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Job Description
Job Summary
Job Description
RBC Open House Wednesday June 18th 2025
Lorena Biason Regional VicePresident Financial Planning Quebec and Maurice Cot Regional VicePresident 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 valuesbased 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 Relationship
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 longterm 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 worldclass advice and solutions that help clients achieve their longterm 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 tailormade 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 valuebased 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
Musthave
- Financial Planning Designation (IPF) or in the process of completion
- 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 Frenchspeaking needs.
Whats 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.
- Fulltime RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic collaborative progressive and highperforming team
- A worldclass training program in financial services
- Flexible work/life balance options
Financial Planner Investment and Retirement Planning
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 creativity motivation and hunger to drive new investment sales is what pushes you to provide worldclass advice and solutions that help clients achieve their longterm 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 tailormade financial planning advice and solutions using our unparalleled array of investment and portfolio solutions including bestinclass proprietary and select thirdparty mutual fund solutions
- Acquire and consolidate existing and newtoRBC clients and assets
- Connect clients with the right RBC team members to help continuously meet their needs
- Develop external business referral sources through networking marketing and your centres of influence
What do you need to succeed
Musthave
- Financial Planning Designation (IPF) or in the process of completion
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Bilingualism (English and French) required as you will regularly serve our clients with English and Frenchspeaking 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.
- Fulltime RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic collaborative progressive and highperforming team
- A worldclass training program in financial services
- Flexible work/life balance options
Job Skills
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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Employment Type
Full-Time
