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 recent 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.

📌 Bilingual RBC Financial Planner (Montreal)
🏢 RBC
📍 Montreal