Advise Asian community clients in Montréal through holistic financial planning, investment solutions, and ongoing relationship management at RBC. This full-time role requires English and French.
As an experienced RBC Financial Planner, you will manage and grow a mass affluent client portfolio. You will review financial circumstances comprehensively, create long-term relationships, and provide tailored advice. Your work connects investment, credit, and everyday banking solutions with clients' financial goals.
Key Responsibilities:
- Provide tailored financial planning advice for client goals
- Use investment, credit, and everyday banking solutions
- Maintain and expand a mass affluent client portfolio
- Achieve performance targets through relationship management
- Build service partner and local market referrals
Requirements:
- Financial Planning Designation (IPF)
- Mutual Funds License (IFIC or CSC)
- Minimum three years' financial planning experience
- Proven networking and client acquisition skills
- English and French bilingualism required
Bring financial planning expertise, networking ability, and bilingual client service to RBC's Asian community portfolio in Montréal.
Financial Planner Asian Community Clients in Montréal employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
