“Prosperity Planner” jobs in Canada – Page 8

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• 1mo

  Financial Planner, Investment and Retirement Planning

  Val-d'Or, QC

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  2+ YOECandidates need at least 2 years of financial planning experience, the IPF designation or be in the process of completing it, and a mutual funds licence (IFIC or CSC). Strong networking, client acquisition and partner relationship skills are required.

  Cold calling, Sales, Financial planning, CSC, Adaptability

  1mo

  Financial Planner Relationship

  Kirkland, QC

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  3+ YOECandidates need a Financial Planning Designation (IPF), a Mutual Funds License (IFIC or CSC), at least 3 years of financial planning experience, strong networking skills and bilingual English and French.

  Financial planning, Meet commitments, Client relationship management, CSC, Bilingualism, Sales

  1mo

  Associate

  Montréal, QC

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  Royal Bank of Canada needs candidates with a Mutual Funds accreditation, prior direct client experience in lending, investments or general banking, and fluent English and French. Strong problem-solving, multitasking and Microsoft Office skills are also required.

  Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS

  1mo

  Financial Planner Relationship

  Montréal, QC

  Full Time

  

  Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

  Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02

  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.

  Financial planning, Meet commitments, Client relationship management, CSC, Bilingualism, Sales

• 1mo

  Insurance Advisor Life, Health & Wealth

  Vancouver, BC

  RemoteFull Time

  RL

  RBC Life Insurance Company

  2+ YOECandidates need at least 2 years of professional sales experience, an HLLQP/LLQP licence or willingness to obtain one, a post-secondary degree or equivalent, and an existing referral network. A valid Canadian driver's licence and own vehicle are required.

  Salesforce, RBCI software tools

• 1mo

  Financial Planning Analyst

  Montréal, QC

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need an undergraduate diploma, preferably in finance or wealth management, plus an IQPF Financial Planner diploma. They also need 3 to 5 years of financial planning experience, Microsoft Word and Excel skills, and fluent oral and written English and French.

  Microsoft Word, Microsoft Excel, Conquest

  1mo

  Bilingual Financial Planning Software Solutions Consultant

  Montréal, QC

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need English and French bilingualism, a related undergraduate degree (finance or wealth management preferred), and a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation. They also need 3 to 5 years in financial planning or wealth management, knowledge of Canadian tax and pension rules, and strong communication and analytical skills.

  Conquest Planning, myGPS, Wealth Planning Calculators

  1mo

  Investment Advisor

  Prince George, BC

  Full Time

  

  RBC Dominion Securities Inc.

  4+ YOECandidates need 4 to 6 years of outbound sales experience, comfort with 100% commission pay, and the Canadian Securities Course completed or finished before the start date. Strong relationship-building skills and a passion for financial planning and portfolio management are essential.

  Securities, Problem solving, Sales, CSC, Financial planning, Relationship building

  1mo

  Financial Planning Software Solutions Consultant

  Toronto, ON

  Full Time

  

  RBC Dominion Securities Inc.

  3+ YOECandidates need a finance-related undergraduate education, a Canadian financial planning designation such as CFP or CFA-equivalent credentials (CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP), and 3 to 5 years in wealth management. They also need knowledge of financial planning software (Conquest preferred) and Canadian tax and pension legislation.

  Conquest Planning, myGPS, Wealth Planning Calculators

  1mo

  Associate Wealth Advisor / Financial Planner

  Vancouver, BC

  Full Time

  

  RBC Dominion Securities Inc.

  4+ YOECandidates need an IIROC Registered Representative approval, the CIRE and Retail Securities exams, and a CFP or PFP designation. They also need a university degree, 4+ years in the investment industry, financial planning experience with high-net-worth clients, and strong communication and Microsoft Office skills.

  Microsoft Office Suite

  1mo

  Associate Wealth Advisor

  Ottawa, ON

  Full Time

  

  RBC Dominion Securities Inc.

  5+ YOECandidates need the CIRE and RSE exams, at least 5 years of relationship management and financial planning experience, and excellent written and verbal English. Strong Microsoft Office skills are required, and CFP, QAFP or 4+ years of investment industry experience are assets.

  Microsoft Office Suite

• 1mo

  Commercial Field Adjuster, Property Large Loss (GTA)

  Toronto, ON +1

  Full Time

  IF

  Intact Financial Corporation

  10+ YOECandidates need 10+ years handling large commercial property claims and at least 5 years of field experience, including on-site damage assessments. A valid driver's licence, strong negotiation and communication skills, and knowledge of regulatory requirements are needed; a degree or CIP designation and French bilingualism are assets.

  Underwriting, Loss prevention, Customer service, Process improvement, Coaching, Bilingualism

  1mo

  Commercial Claims Consultant, Property Large Loss

  Toronto, ON +8

  Full Time

  IF

  Intact Financial Corporation

  10+ YOECandidates need 10+ years handling large, complex commercial property claims, strong negotiation and communication skills, and knowledge of relevant regulations. An undergraduate degree or CIP designation is an asset, and French-English bilingualism is required for Quebec-based candidates.

  Coaching, Underwriting, Loss prevention, Customer service, Process improvement, Bilingualism

4 companies