Elevate your career with RBC as a Wealth Management Advisor in Montréal. Collaborate with portfolio managers to offer tailored financial planning services to affluent clients. In this prestigious position, your role centers on integrating financial planning within the client's experience.

Ideal candidates will possess solid relationship management skills and a financial planning background. You will assist in developing comprehensive strategies that cover retirement, tax, and estate planning. Key Responsibilities:
Create and deliver tailored financial plans for high-net-worth clients
Produce wealth projections using firm tools
Participate in client meetings to clarify planning concepts
Seek prospects for referrals and planning enhancement
Coordinate with internal specialists and external advisors Requirements:
Minimum of 7 years in financial planning
Diploma in financial planning from a recognized institute
Experience with high-net-worth individuals
Bilingual (English and French) required
Solid client service and interpersonal skills Utilize your financial expertise to positively impact the lives of RBC's clientele in Montréal.

📌 Wealth Management Advisor At Rbc Montreal
🏢 RBC Dominion Securities
📍 Montreal