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.

📌 Financial Planner Asian Community Clients (Canada)
🏢 RBC
📍 Canada