Investment and retirement planning expertise drives this full-time RBC chance in Montréal. Advise clients with tailored portfolio solutions, relationship development, and business referral strategies.

You will develop relationships with prospective and existing RBC clients as a Financial Planner. The position combines financial planning advice, client acquisition, asset consolidation, and partner collaboration. Use RBC proprietary and select third-party mutual fund solutions to address client needs. Internal referrals complement your own prospecting and networking activities.

Key Responsibilities:

- Create customized investment and portfolio planning solutions
- Build relationships with prospective and existing RBC clients




- Consolidate client assets from new and existing relationships
- Coordinate referrals to suitable RBC team members
- Grow external referral sources through centres of influence

Requirements:

- Financial Planning Designation or ongoing designation completion
- IFIC or CSC Mutual Funds License
- At least two years of financial planning experience
- Strong client acquisition and networking abilities
- Ability to cultivate partner relationships

Apply financial planning, client acquisition, and referral development skills to RBC investment and retirement planning clients in Montréal.

📌 Investment Retirement Planning Advisor (Montreal)
🏢 RBC
📍 Montreal