Advise Asian community clients in Montréal through holistic financial planning, investment solutions, and ongoing relationship management at RBC. This full time role requires English and French.
As an experienced RBC Financial Planner, you will manage and grow a mass affluent client portfolio. You will review financial circumstances comprehensively, create long-term relationships, and provide tailored advice. Your work connects investment, credit, and everyday banking solutions with clients’ financial goals.
Key Responsibilities: Provide tailored financial planning advice for client goals
Use investment, credit, and everyday banking solutions
Maintain and expand a mass affluent client portfolio
Achieve performance targets through relationship management
Build service partner and local market referrals
Requirements: Financial Planning Designation (IPF)
Mutual Funds License (IFIC or CSC)
Minimum three years’ financial planning experience
Proven networking and client acquisition skills
English and French bilingualism required
Bring financial planning expertise, networking ability, and bilingual client service to RBC’s Asian community portfolio in Montréal.

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📌 Financial Planner Asian Community Clients (Quebec City)
🏢 RBC
📍 Quebec City