# Financial Planner

**Company**: RBC
**Location**: Montréal
**Work arrangement**: onsite
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1-PLACE-VILLE-MARIEMONTRAL/RBC-Open-House-Financial-Planning---Wednesday-January-13th--2027_R-0000192346-3?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/financial-planner-05287bdf-564/

## Description

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

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## Skills

### Required
- Financial Planning
- Client Relationship Management
- Networking
- Communication
- Bilingualism

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1-PLACE-VILLE-MARIEMONTRAL/RBC-Open-House-Financial-Planning---Wednesday-January-13th--2027_R-0000192346-3?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)