Relationship Financial Planner, Asian Market

RBC; Montreal; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Unlimited earnings

Full benefits

Training program

Work-life balance

Job summary

RBC is seeking an experienced financial planner to advise and support clients from the Asian community in achieving their financial goals. You will manage and grow a portfolio of mass affluent clients, delivering ongoing reviews, holistic planning, and world-class advice.

A base plus variable compensation enables you to build a secure future while helping clients reach long-term goals. You will provide tailored planning, cultivate referrals, and collaborate with partners to optimize

Qualifications

• IPF designation required.
• 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.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals using RBC's investment, credit and banking solutions.
• Maintain and expand your portfolio of clients while achieving performance targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networking

Client acquisition

Relationship management

Financial planning

Education

IPF designation

IFIC/CSC mutual funds license

Job description

Job Description

RBC is seeking an experienced financial planner to advise and support clients from the Asian community in achieving their financial goals.

What is the opportunity?

As an RBCFinancial Planner,youhave the opportunity tomanage andgrowa portfolio ofmass affluent clients.Youprovide ongoingcomprehensivereviewsof your clients’ financial circumstances,creatinglong-term relationships through superioradvice, financial planningexpertise, 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 achievetheir 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?

• Providetailor-made financial planning advice andhelp clients reach their goals,using our unparalleled array of investment,credit,andeverydaybankingsolutions

• Activelymaintainandexpandyour portfolio of clients using value-based relationship management practices, achieving performance targets

• Cultivaterelationships with service partners and local marketstooptimizebusiness opportunities and referrals

What do you need to succeed?

Must-have

• Financial Planning Designation (IPF)

• Mutual Funds License (IFIC or CSC)

• Minimum3years’ 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’sin 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:

1140 RUE SAINTE CATHERINE O: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:

2026-07-02

Application Deadline:

2026-11-27

Note** :** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.