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Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Senior TSA - HR & CLAO - Payroll & Finance Technology at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Sap Finance, Financial Accounting, Controlling, Payroll Financials, Problem Solving, Analytical Skills, Communication Skills, Interpersonal Skills, Collaboration, Process Improvement, Regulatory Compliance, Training, Documentation, Agile Methodologies, Attention To Detail, Time Management
Specialization
A bachelor's degree in Finance, Accounting, or a related field is required along with 3-5 years of experience in SAP Finance. Strong understanding of financial accounting principles and expertise in SAP Finance modules is essential.
Experience Required
Minimum 2 year(s)
Bilingual Financial Planning Software Solutions Consultant at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Financial Planning, Coaching, Documentation, Training, Quality Assurance, User Acceptance Testing, Research Skills, Analytical Skills, Problem Solving Skills, Communication Skills, Interpersonal Skills, Time Management, Team Collaboration, Financial Software Knowledge, Canadian Taxation Knowledge
Specialization
Candidates must be bilingual in English and French and have an undergraduate education in a related field, preferably Finance or Wealth Management. A CFP or similar designation and 3-5 years of experience in the financial planning industry are also required.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a minimum of 3 years of proven sales success, ideally in financial services or real estate, and a solid network in the community. Bilingualism in English and French is required, along with the ability to build long-term client relationships.
Experience Required
Minimum 2 year(s)
Mortgage Specialist at RBC Global Asset Management
, Alberta, Canada - Full Time
Skills Needed
Sales Success, Relationship Building, Client Loyalty, Mortgage Advice, Financial Solutions, Trust Building, Networking, Self Starter, Presentation Skills, Organizational Skills
Specialization
A minimum of 3 years of proven sales success in financial services or real estate is required. Candidates should have a solid network in the community and the ability to build long-term client relationships.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
London, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Global Financial Crimes and AML, Manager, Internal Audit at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Auditing, Commercial Acumen, Communication, Detail Oriented, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Results Oriented
Specialization
Candidates must have 3+ years of experience in risk management and AML compliance, preferably in a large financial institution. A university degree in business, accounting, or legal is required, along with strong communication skills and knowledge of key AML regulations.
Experience Required
Minimum 2 year(s)
Associate Director, Special Loans & Advisory Services at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting Finance, Asset And Liability Management, Confidentiality, Credit Analysis, Customer Service, Detail Oriented, Investment Risk, Retail Banking, Risk Management
Specialization
Candidates must have a CA, MBA, CFA, or equivalent with an emphasis in finance or economics and at least 3 years of experience in the financial industry. A strong command of Excel and self-motivation are essential, along with experience in financial performance management or business intelligence reporting being a plus.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment Retirement Planning at RBC Global Asset Management
North Dundas, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Investment Solutions, Portfolio Solutions, Mutual Funds, Creativity, Motivation, Sales, Marketing
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential, as well as the ability to cultivate strong partner relationships.
Experience Required
Minimum 2 year(s)
Client Advisor at RBC Global Asset Management
Princeton, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must demonstrate a passion for client service and possess strong problem-solving skills. Digital literacy and the ability to work flexible hours are essential.
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Richmond, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential, along with digital savviness.
Experience Required
Minimum 2 year(s)
Bilingual Portfolio Analyst, Asset Based Lending at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Asset Based Loans, Credit, Credit Processes, Detail Oriented, Financial Analysis, Financial Services, French Language, Microsoft Excel
Specialization
Bilingualism in English and French is required, along with an undergraduate degree in a quantitative field. Strong financial analysis skills and proficiency in Excel are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Counsel - Global Procurement Legal at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Perspective, Coaching Others, Customer Service Management, Decision Making, Financial Regulation, Group Problem Solving, High Impact Communication, Legal Practices, Time Management
Specialization
A law degree and over three years of experience in corporate commercial contract drafting and negotiation are required. Strong knowledge of third-party commercial laws and the ability to analyze legal risks in a business context are essential.
Experience Required
Minimum 2 year(s)
Director, TI Financial Controls and Governance at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Controls, Governance, Customer Centric Mindset, Relationship Building, Controls, Influencing Skills, Analytical Skills
Specialization
Candidates must have over 5 years of experience in financial controls and governance within a large financial institution. A customer-centric mindset and strong influencing skills are essential for success in this role.
Experience Required
Minimum 5 year(s)
Audit Manager - Treasury/Finance at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Auditing, Commercial Acumen, Communication, Detail Oriented, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Results Oriented
Specialization
Candidates must have a Bachelor's Degree and 3-5 years of audit experience, including 2 years in financial institutions. A CPA or CIA certification is preferred, along with strong communication and leadership skills.
Experience Required
Minimum 5 year(s)
Transaction Processing Administrator at RBC Global Asset Management
, Nova Scotia, Canada - Full Time
Skills Needed
Adaptability, Critical Thinking, Customer Service, Decision Making, Operational Delivery, Process Improvements, Time Management
Specialization
Candidates must have at least 2 years of experience in Shareholder Services or a similar environment, with a good working knowledge of mutual fund administration. Strong technical and analytical skills, particularly in MS Office, are also required.
Experience Required
Minimum 2 year(s)
.RBC Commercial & Business Banking Networking Event - Atlantic Region at RBC Global Asset Management
Saint John, New Brunswick, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management
Specialization
This event is by invitation only, and interested candidates are encouraged to submit their resumes. Attendees will hear from RBC leaders and employees about their personal journeys and paths to success.
Mortgage Specialist - Salmon Arm/Revelstoke at RBC Global Asset Management
Salmon Arm, British Columbia, Canada - Full Time
Skills Needed
Sales, Financial Services, Real Estate, Relationship Building, Client Relationships, Mortgage Advice, Financial Solutions, Networking, Trust Building, Collaboration, Self Starter, Presentation Skills, Organizational Skills
Specialization
A minimum of 3 years of success in a sales-oriented role is required, ideally in financial services or real estate. Candidates should have a solid community network and proven ability to build long-term client relationships.
Experience Required
Minimum 2 year(s)
Senior Manager, IT Risk Assessment (Global Security) at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Critical Thinking, Cyber Security Management, Decision Making, Detail Oriented, Information Security Management, Information Technology Security, Interpersonal Relationship Management, It Security Architecture, Performance Management
Specialization
Extensive experience in operational risk management and strong knowledge of risk assessment processes are essential. Professional technology risk designations such as CISA, CRISC, or CISSP are required.
Experience Required
Minimum 10 year(s)
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada -
Full Time


Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

0.0

Posted On

28 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Adaptability, Business Development, Client Centricity, Curiosity

Industry

Description
Job Description 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 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 solutions Acquire and consolidate existing and new-to-RBC 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? Must-have Financial Planning Designation (IPF) 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 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 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 Adaptability, Business Development, Client Centricity, Curiosity Additional Job Details Address: 13135 BOUL GOUIN O:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Commission Posted Date: 2025-11-25 Application Deadline: 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. 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.
Responsibilities
As a Financial Planner, you will develop relationships and create custom investment solutions for clients. You will provide tailor-made financial planning advice and connect clients with the right RBC team members to meet their needs.
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Senior TSA - HR & CLAO - Payroll & Finance Technology at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Sap Finance, Financial Accounting, Controlling, Payroll Financials, Problem Solving, Analytical Skills, Communication Skills, Interpersonal Skills, Collaboration, Process Improvement, Regulatory Compliance, Training, Documentation, Agile Methodologies, Attention To Detail, Time Management
Specialization
A bachelor's degree in Finance, Accounting, or a related field is required along with 3-5 years of experience in SAP Finance. Strong understanding of financial accounting principles and expertise in SAP Finance modules is essential.
Experience Required
Minimum 2 year(s)
Bilingual Financial Planning Software Solutions Consultant at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Bilingualism, Financial Planning, Coaching, Documentation, Training, Quality Assurance, User Acceptance Testing, Research Skills, Analytical Skills, Problem Solving Skills, Communication Skills, Interpersonal Skills, Time Management, Team Collaboration, Financial Software Knowledge, Canadian Taxation Knowledge
Specialization
Candidates must be bilingual in English and French and have an undergraduate education in a related field, preferably Finance or Wealth Management. A CFP or similar designation and 3-5 years of experience in the financial planning industry are also required.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at RBC Global Asset Management
Montreal, Quebec, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a minimum of 3 years of proven sales success, ideally in financial services or real estate, and a solid network in the community. Bilingualism in English and French is required, along with the ability to build long-term client relationships.
Experience Required
Minimum 2 year(s)
Mortgage Specialist at RBC Global Asset Management
, Alberta, Canada - Full Time
Skills Needed
Sales Success, Relationship Building, Client Loyalty, Mortgage Advice, Financial Solutions, Trust Building, Networking, Self Starter, Presentation Skills, Organizational Skills
Specialization
A minimum of 3 years of proven sales success in financial services or real estate is required. Candidates should have a solid network in the community and the ability to build long-term client relationships.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment & Retirement Planning at RBC Global Asset Management
London, Ontario, Canada - Full Time
Skills Needed
Financial Planning Designation, Mutual Funds License, Client Acquisition, Networking, Partner Relationships, Digital Savviness
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential.
Experience Required
Minimum 2 year(s)
Global Financial Crimes and AML, Manager, Internal Audit at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Auditing, Commercial Acumen, Communication, Detail Oriented, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Results Oriented
Specialization
Candidates must have 3+ years of experience in risk management and AML compliance, preferably in a large financial institution. A university degree in business, accounting, or legal is required, along with strong communication skills and knowledge of key AML regulations.
Experience Required
Minimum 2 year(s)
Associate Director, Special Loans & Advisory Services at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Accounting Finance, Asset And Liability Management, Confidentiality, Credit Analysis, Customer Service, Detail Oriented, Investment Risk, Retail Banking, Risk Management
Specialization
Candidates must have a CA, MBA, CFA, or equivalent with an emphasis in finance or economics and at least 3 years of experience in the financial industry. A strong command of Excel and self-motivation are essential, along with experience in financial performance management or business intelligence reporting being a plus.
Experience Required
Minimum 2 year(s)
Financial Planner, Investment Retirement Planning at RBC Global Asset Management
North Dundas, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Networking, Client Acquisition, Partner Relationships, Digital Savviness, Investment Solutions, Portfolio Solutions, Mutual Funds, Creativity, Motivation, Sales, Marketing
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential, as well as the ability to cultivate strong partner relationships.
Experience Required
Minimum 2 year(s)
Client Advisor at RBC Global Asset Management
Princeton, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Advice Based Solutions, Client Centricity, Client Discovery, Communication, Curiosity, Data Analysis, Digital Literacy
Specialization
Candidates must demonstrate a passion for client service and possess strong problem-solving skills. Digital literacy and the ability to work flexible hours are essential.
Financial Planner, Investment and Retirement Planning at RBC Global Asset Management
Richmond, British Columbia, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Curiosity
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 2 years of experience in financial planning. Proven networking and client acquisition skills are essential, along with digital savviness.
Experience Required
Minimum 2 year(s)
Bilingual Portfolio Analyst, Asset Based Lending at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Asset Based Loans, Credit, Credit Processes, Detail Oriented, Financial Analysis, Financial Services, French Language, Microsoft Excel
Specialization
Bilingualism in English and French is required, along with an undergraduate degree in a quantitative field. Strong financial analysis skills and proficiency in Excel are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at RBC Global Asset Management
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Client Acquisition, Relationship Management, Networking, Business Development, Communication, Long Term Planning
Specialization
Candidates must have a Financial Planning Designation and a Mutual Funds License, along with a minimum of 3 years of experience in financial planning. Strong financial acumen and proven networking skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Counsel - Global Procurement Legal at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Business Perspective, Coaching Others, Customer Service Management, Decision Making, Financial Regulation, Group Problem Solving, High Impact Communication, Legal Practices, Time Management
Specialization
A law degree and over three years of experience in corporate commercial contract drafting and negotiation are required. Strong knowledge of third-party commercial laws and the ability to analyze legal risks in a business context are essential.
Experience Required
Minimum 2 year(s)
Director, TI Financial Controls and Governance at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Controls, Governance, Customer Centric Mindset, Relationship Building, Controls, Influencing Skills, Analytical Skills
Specialization
Candidates must have over 5 years of experience in financial controls and governance within a large financial institution. A customer-centric mindset and strong influencing skills are essential for success in this role.
Experience Required
Minimum 5 year(s)
Audit Manager - Treasury/Finance at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Adaptability, Auditing, Commercial Acumen, Communication, Detail Oriented, Internal Controls, Interpersonal Relationship Management, Long Term Planning, Results Oriented
Specialization
Candidates must have a Bachelor's Degree and 3-5 years of audit experience, including 2 years in financial institutions. A CPA or CIA certification is preferred, along with strong communication and leadership skills.
Experience Required
Minimum 5 year(s)
Transaction Processing Administrator at RBC Global Asset Management
, Nova Scotia, Canada - Full Time
Skills Needed
Adaptability, Critical Thinking, Customer Service, Decision Making, Operational Delivery, Process Improvements, Time Management
Specialization
Candidates must have at least 2 years of experience in Shareholder Services or a similar environment, with a good working knowledge of mutual fund administration. Strong technical and analytical skills, particularly in MS Office, are also required.
Experience Required
Minimum 2 year(s)
.RBC Commercial & Business Banking Networking Event - Atlantic Region at RBC Global Asset Management
Saint John, New Brunswick, Canada - Full Time
Skills Needed
Adaptability, Business Development, Client Centricity, Communication, Critical Thinking, Curiosity, Financial Acumen, Practice Management
Specialization
This event is by invitation only, and interested candidates are encouraged to submit their resumes. Attendees will hear from RBC leaders and employees about their personal journeys and paths to success.
Mortgage Specialist - Salmon Arm/Revelstoke at RBC Global Asset Management
Salmon Arm, British Columbia, Canada - Full Time
Skills Needed
Sales, Financial Services, Real Estate, Relationship Building, Client Relationships, Mortgage Advice, Financial Solutions, Networking, Trust Building, Collaboration, Self Starter, Presentation Skills, Organizational Skills
Specialization
A minimum of 3 years of success in a sales-oriented role is required, ideally in financial services or real estate. Candidates should have a solid community network and proven ability to build long-term client relationships.
Experience Required
Minimum 2 year(s)
Senior Manager, IT Risk Assessment (Global Security) at RBC Global Asset Management
Toronto, Ontario, Canada - Full Time
Skills Needed
Critical Thinking, Cyber Security Management, Decision Making, Detail Oriented, Information Security Management, Information Technology Security, Interpersonal Relationship Management, It Security Architecture, Performance Management
Specialization
Extensive experience in operational risk management and strong knowledge of risk assessment processes are essential. Professional technology risk designations such as CISA, CRISC, or CISSP are required.
Experience Required
Minimum 10 year(s)
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