Job Summary Job Description 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 Manage a book of 350 clients What do you need to succeed? Must-have Financial Planning Designation (IQPF) 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. Italian speaking an asset, hability to communicate to serve our Italian speaking customers in this market. What are the advantages for you? We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities and achieve mutual success. Network and develop lasting relationships with students from diverse backgrounds across Canada Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance. Leaders who support your development with coaching and learning opportunities Work in a dynamic, collaborative, progressive and high-performance team Ability to make a difference and lasting impact Enjoy a comfortable work environment with the ability to dress casually Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job Details Address: 7945 BOUL MAURICE DUPLESSIS: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: 2025-06-20 Application Deadline: Note: 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
