Financial Planner, Investment and Retirement Planning

RBC; Montreal; Vor Ort; CAD 60.000 - 95.000; Vollzeit

Benefits dieser Stelle

Unlimited earning potential

Full benefits

Zusammenfassung

RBC is seeking a Financial Planner, Investment and Retirement Planning in Montréal to develop relationships and deliver customized investment solutions for clients. You will prospect, network, and collaborate with internal partners to grow client assets and provide ongoing wealth guidance.

The role emphasizes English/French bilingual service, adherence to compliance, and the ability to build long-term client relationships with a focus on comprehensive financial planning and portfolio solutions.

Qualifikationen

• Must have IPF designation or be in progress.
• Mutual Funds license (IFIC/CSC) is required.
• Minimum 2 years of financial planning experience.
• Proven networking and client acquisition skills.
• Ability to cultivate strong partner relationships.
• Bilingual: English and French required.

Aufgaben

• Provide tailor-made financial planning advice and solutions using RBC investment and portfolio solutions.
• Acquire and consolidate existing and new-to-RBC clients and assets.
• Connect clients with the right RBC team members to help meet their needs.
• Develop external business referral sources through networking and marketing.

Kenntnisse

Networking

Client acquisition

Financial planning

Bilingual communication

Relationship building

Ausbildung

Financial Planning Designation (IPF) or in progress

Mutual Funds License (IFIC or CSC)

Jobbeschreibung

Job Description

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (IPF) or in the process of completion
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs

What are the advantages for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Full-time RBC employee status with unlimited earning potential and full benefits
• Work with a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Address: 10611 BOUL PIE IX:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Commission

Posted Date: 2026-10-30

Application Deadline: 2026-11-13

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.