Experienced Financial Planner Role at RBC

Join RBC as a Financial Planner in Montréal, focusing on providing exceptional financial advice to mass-affluent clients and building meaningful relationships.

RBC is looking for an ambitious Financial Planner with a strong background in financial planning and client management. In this full-time capacity, you will conduct thorough reviews of client circumstances and develop tailored strategies to assist them in achieving their long-term financial goals. Proven expertise in networking is essential as you will expand your client base while collaborating with service partners and local markets.

Key Responsibilities:
• Provide tailored financial advice aligning with clients' goals
• Enhance client portfolio through effective management practices
• Build relationships with local partners for referral generation

Requirements:
• Financial Planning Designation (IPF) is a must
• Mutual Funds License (IFIC or CSC) needed
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