Use investment planning and relationship-building skills as an RBC Financial Planner in Montréal, serving English- and French-speaking clients. Create tailored solutions for long-term goals.
As an RBC Financial Planner, Investment and Retirement Planning, you develop relationships with prospective and existing clients. You provide financial planning advice using proprietary and third-party mutual fund solutions. The work combines prospecting, networking, referrals, and client acquisition.
Key Responsibilities:
- Provide tailor-made financial planning advice and investment solutions
- Acquire and consolidate new and existing client assets
- Connect clients with appropriate RBC team members
- Develop referral sources through networking and marketing
- Use centres of influence to build external business referrals
Requirements:
- Financial Planning Designation or completion in progress
- Mutual Funds License through IFIC or CSC
- Minimum two years' financial planning experience
- Proven networking and client acquisition skills
- Bilingual English and French communication ability
Build RBC client relationships through investment advice, retirement planning, networking, and tailored financial solutions in Montréal.
RBC Investment Retirement Financial Planner 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.
