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Keywords: Financial Planner Relationship, Location: Montreal, QC

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Financial Planner Relationship

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...

Location: Montreal, QC
Posted Date: 01 Jan 2026

Financial Planner Relationship

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...

Location: Montreal, QC
Posted Date: 16 Nov 2025

Financial Services Consultant - Client Relationship Team

financial security and live healthier lives. As a member of our Client Relationship team, you will support Sun Life clients... Course (CSC)- asset Canadian Investment Fund Course (IFIC)- asset Certified Financial Planner (CFP) designation...

Posted Date: 19 Dec 2025
Salary: $58000 - 93000 per year

Financial Services Consultant - Client Relationship Team

financial security and live healthier lives. As a member of our Client Relationship team, you will support Sun Life clients... Course (CSC)- asset Canadian Investment Fund Course (IFIC)- asset Certified Financial Planner (CFP) designation...

Posted Date: 18 Dec 2025
Salary: $58000 - 93000 per year

RBC Open House Financial Planning

to join our growing teams of financial planners. Financial Planner Relationship What is the opportunity? As an RBC Financial Planner...Job Description RBC Open House | Tuesday January 20th, 2026 Lorena Biason, Regional Vice-President, Financial...

Location: Montreal, QC
Posted Date: 28 Oct 2025

Director of Sales, Eastern

Insurance License Knowledge of insurance and health products and operations Chartered Financial Planner (CFP) or Certified..., an Account Manager and Sales & Marketing Coordinator, and will be responsible for managing the existing relationship...

Location: Montreal, QC
Posted Date: 13 Dec 2025
Salary: $110000 - 180000 per year

Director of Sales, Eastern

Insurance License Knowledge of insurance and health products and operations Chartered Financial Planner (CFP) or Certified..., an Account Manager and Sales & Marketing Coordinator, and will be responsible for managing the existing relationship...

Location: Montreal, QC
Posted Date: 13 Dec 2025
Salary: $110000 - 180000 per year

Wealth Sales Director - Wholesaler Montreal North Shore

Chartered Financial Analyst (CFA), Professional Financial Planner (PFP), Chartered Financial Planner (CFP) or Chartered... strength of Sun Life Financial with best-in-class asset managers from around the world to offer a line-up of unique world class...

Location: Montreal, QC
Posted Date: 12 Dec 2025
Salary: $110000 - 180000 per year

Investment Specialist - Montréal - Bilingual

Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF...We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...

Company: CIBC
Location: Montreal, QC
Posted Date: 12 Dec 2025