Financial Planner Relationship- EN

RBC; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Financial Planner to manage and grow a portfolio of mass affluent clients. The role emphasizes providing tailored financial planning advice, achieving targets, and developing a strong referral network. Candidates must have relevant designations, experience, and be bilingual in English and French. This full-time role offers the potential for unlimited earnings and work/life balance options.

Benefits

Unlimited earning potential

Full benefits

Flexible work/life balance options

World-class training program

Qualifications

• Experience in providing tailor-made financial planning advice.
• Ability to maintain and expand client portfolios.

Responsibilities

• Provide financial planning advice and help clients reach their goals.
• Maintain and expand client portfolio using relationship management practices.

Skills

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Proven networking and client acquisition skills

Bilingualism (English and French)

Education

Minimum 3 years’ experience in financial planning

Job description

Join to apply for the Financial Planner Relationship- EN role at RBC.

2 days ago Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

Job Description

This is an opportunity for the Centre-Sud of Montréal region.

Job Summary

This is an opportunity for the Centre-Sud of Montréal region.

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

What will you do?

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions.
• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.

What do you need to succeed?

Must-have

• Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

What’s in it 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

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address: 1 PLACE VILLE MARIE: MONTRÉAL

City: MONTRÉAL

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-06-26

Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking and Financial Services

Referrals increase your chances of interviewing at RBC by 2x.

Get notified about new Financial Planner jobs in Montreal, Quebec, Canada.

Other related jobs include Financial Analyst / Underwriter - Contract Surety - Montreal, and Senior Corporate Advisor- Financial Reporting (English version).

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr