Become a Financial Planning Advisor with RBC Dominion Securities in Montréal, where you will deliver sophisticated financial advice to high-net-worth clients. Enhance their financial experience with your planning expertise. You will collaborate with the portfolio manager to provide detailed and individualized financial strategies, focusing on estate, tax, and wealth transfer planning.

This role requires a relationship-driven individual who excels in understanding and translating complex financial concepts for clients across diverse backgrounds. Key Responsibilities:

- Develop and present comprehensive financial plans
- Utilize firm tools for accurate wealth projections
- Support client meetings and follow-up strategies
- Identify enhancements and opportunities within client relationships
- Coordinate with specialists and external experts Requirements:
- At least 5 years of financial planning experience
- Institute of Financial Planning diploma required
- Familiarity with high-net-worth client servicing
- Bilingual in English and French
- Proficient in business applications like Microsoft 365 Utilize your financial planning insights to guide RBC clients in Montréal towards prosperity.

📌 Financial Planning Advisor at RBC (Montreal)
🏢 RBC Dominion Securities
📍 Montreal