Financial Planner Relationship jobs in Montréal, QC
As of November 12, 2026, Jobsy lists 4 financial planner relationship jobs in Montréal, QC. The most active employers are Royal Bank of Canada. Skills often requested: sales, communication skills, meet commitments and client relationship management.
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Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need an IPF designation, an IFIC or CSC mutual funds licence, and at least 3 years in financial planning. They also need proven client acquisition and networking skills, and must be bilingual in English and French.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need an IPF designation, an IFIC or CSC mutual funds licence, and at least 3 years in financial planning. They also need proven client acquisition and networking skills, and must be bilingual in English and French.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOECandidates need an IPF financial planning designation, a mutual funds licence (IFIC or CSC), and at least 3 years of financial planning experience. They must be bilingual in English and French and have proven networking and client acquisition skills.
Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
3+ YOERoyal Bank of Canada needs candidates with at least 3 years of financial planning experience, an IPF designation and a mutual funds licence (IFIC or CSC). Candidates must be bilingual in English and French and show strong networking and client acquisition skills.