Financial Planning Software Solutions Consultant
Toronto, ONRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
3+ ansRoyal Bank of Canada needs candidates with a related undergraduate degree, a CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP designation, and 3 to 5 years in financial planning or wealth management. Knowledge of Conquest and Canadian tax and pension rules is needed.
Conquest Planning, myGPS, Wealth Planning Calculators
Insurance Advisor Life, Health & Wealth
Vancouver, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansRoyal Bank of Canada needs candidates with 2+ years of professional sales experience, a Life/A&S licence (HLLQP/LLQP) or willingness to obtain it, a post-secondary degree or equivalent, and an existing referral network. Candidates also need a valid Canadian driver's licence and their own vehicle.
Salesforce, RBCI software tools, electronic forms
Investment Advisor
Prince George, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
4+ ansCandidates need 4-6 years of outbound sales experience and comfort with 100% commission pay. They must have completed or be ready to complete the Canadian Securities Course (CSC) before starting, plus strong relationship-building and financial planning skills.
Securities, Problem solving, Sales, CSC, Financial planning, Relationship building
Associate
Montréal, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 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
Financial Planner Relationship
Kirkland, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
3+ ansCandidates 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
Bilingual Financial Planning Software Solutions Consultant
Montréal, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
3+ ansCandidates need fluent English and French, an undergraduate degree (finance or wealth management preferred), a CFP, IQPF, QAFP or similar designation, and 3 to 5 years in financial planning or wealth management. Knowledge of financial planning software, Canadian tax and pension rules, and strong communication skills are required.
Conquest, myGPS, Wealth planning calculators
Financial Planning Analyst
Montréal, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
3+ ansCandidates need an undergraduate diploma (preferably finance or wealth management), the IQPF Financial Planner diploma, and 3 to 5 years of financial planning experience. Full bilingual ability in English and French, both oral and written, and Microsoft Office skills are required.
Microsoft Word, Microsoft Excel, Conquest