What is the opportunity?

The RBC Dominion Securities Montréal Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.

You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.

The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative workplace.

What will you do?

Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning

Prepare wealth projections and modeling using firm tools to support client objectives

Attend client meetings with advisors, help translate complex planning concepts into actionable strategies

Identify opportunities for asset consolidation, referrals, and planning improvements within the client base

Partner with portfolio managers to integrate financial planning into the core client experience

Coordinate with internal specialists, external advisors, and centres of influence (COI)

Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups

Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements

Support team development by sharing insights, planning tools, and best practices

What do you need to succeed?

Must-have

7+ years of experience in financial planning or wealth management





Financial planner diploma granted by the Institute of Financial Planning

Experience working with high-net-worth clients

Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

Strong analytical, problem solving, and attention to detail skills

High client service orientation and interpersonal skills

Proficiency with business applications, including Microsoft 365 Apps

Nice-to-have

Registered Representative (RR) with CIRO

Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Ability to make a difference and lasting impact

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address

1501 AV MCGILL COLLEGE:MONTRÉAL

City





Montréal

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-05-25

Application Deadline

2026-08-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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