Use investment planning and relationship-building skills as an RBC Financial Planner in Montréal, serving English- and French-speaking clients. Create tailored solutions for long-term goals.

As an RBC Financial Planner, Investment and Retirement Planning, you develop relationships with prospective and existing clients. You provide financial planning advice using proprietary and third-party mutual fund solutions. The work combines prospecting, networking, referrals, and client acquisition.

Key Responsibilities:
Provide tailor-made 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
Use centres of influence to build external business referrals

Requirements:
Financial Planning Designation or completion in progress
Mutual Funds License through IFIC or CSC
Minimum two years’ financial planning experience
Proven networking and client acquisition skills
Bilingual English and French communication ability

Build RBC client relationships through investment advice, retirement planning, networking, and tailored financial solutions in Montréal.

📌 Rbc Investment Retirement Financial Planner Montreal
🏢 RBC
📍 Montreal