Bilingual financial planning expertise meets client acquisition at RBC in Montréal, serving English- and French-speaking clients. Create tailored investment solutions while building lasting relationships.
As a Financial Planner in Investment and Retirement Planning, you advise prospective and existing RBC clients. You develop custom solutions using mutual fund and portfolio offerings. Internal partners provide client referrals, while networking and marketing support your external business development. Your advice helps clients pursue long-term goals.
Key Responsibilities: Provide tailored financial planning advice and investment solutions
Acquire and consolidate current and existing client assets
Connect clients with appropriate RBC team members
Develop referral sources through networking and marketing
Requirements: Financial Planning Designation or completion in progress
Mutual Funds License through IFIC or CSC
Minimum two years of financial planning experience
Proven networking and client acquisition skills
English and French bilingualism required for regular client service
Bring bilingual advice, networking, and investment planning skills to RBC clients while developing customized financial solutions in Montréal.