RBC Financial Planner

Drive your financial career as an RBC Financial Planner located in Montréal, Canada, specializing in mass affluent client management and financial planning services. Build long-term client relationships through expert advice and service.

This full-time role requires you to deliver tailored financial planning solutions that help clients meet their financial objectives. You'll be responsible for maintaining and expanding your portfolio by applying effective relationship management techniques. Networking is crucial, as you will need to develop strong referral sources and connections within the local market.

Key Responsibilities:

• Offer bespoke financial planning advice to clients

• Manage and grow your client portfolio efficiently

• Connect with service partners to enhance business opportunities

Requirements:

• Financial Planning Designation (IPF) required

• Mutual Funds License (IFIC or CSC)

• At least 3 years of experience in financial planning

• Strong skills in networking and client acquisition

• Bilingualism in English and French is essential

Bring your financial planning expertise and networking talent to RBC in Montréal.
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