Financial Planner

RBC is seeking Financial Planners to join their team in Montréal. As a Financial Planner, you will manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and financial planning expertise.

Responsibilities:

• Provide tailor-made financial planning advice and help clients reach their goals
• Actively maintain and expand your portfolio of clients using value-based relationship management practices
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Requirements:

• Financial Planning Designation (IPF) or in the process of completion
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Proven networking and client acquisition skills
• Bilingualism (English and French) required

Benefits:

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options