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 goalsUse investment, credit, and everyday banking solutionsMaintain and expand a mass affluent client portfolioAchieve performance targets through relationship managementBuild service partner and local market referralsRequirements:Financial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)Minimum three years' financial planning experienceProven networking and client acquisition skillsEnglish and French bilingualism requiredBring financial planning expertise, networking ability, and bilingual client service to RBC's Asian community portfolio in Montréal.

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