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 prospects 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 (Canada)
🏢 RBC Dominion Securities
📍 Canada