Job Description
** 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
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.
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
Address:
5700 CH DE LA CÔTE DES NEIGES:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-01-12Application Deadline:
2026-07-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.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.
Financial Planner Relationship • MONTRÉAL, Quebec, Canada
A leading company in the financial sector is seeking an Experienced Financial Professional in Canada to join their part-time, contractor team.This role focuses on delivering personalized financial ... Show more
Explore a career as a Financial Analyst at Brightspark, where you will support investment strategies, perform deal analysis, and connect with startups in a hybrid model.This role best suits candida... Show more
Drive financial success in your community as a Financial Planner with Scotiabank in Beaconsfield.Use your financial acumen to enhance client experiences and growth.In this role, you will provide ex... Show more
Contribute to Intact's financial success as a Financial Specialist in our hybrid model, focusing on private investments and strategic partnership development.This role is pivotal for advancing our ... Show more
SYSTRA Canada is part of the SYSTRA group, an international consulting and engineering group, a world leader in the design of transport infrastructures.SYSTRA Canada is an engineering and consultin... Show more
Analyste FinancierPostulerlocations: Canada, Quebec, Montrealtime type: Temps completposted on: Publié aujourd'huijob requisition id: JR111261**Intelcom | Dragonfly** C’est plus de 100 stat... Show more
With more than 100 sorting stations and operations across three continents, Intelcom | Dragonfly is Canada's leader in last-mile logistics.Our vision is clear: to deliver fast, accurate, and reliab... Show more
Dive into the world of finance at Vastian as a Financial Analyst, specializing in budgeting and key financial metrics.Collaborate with leadership to improve decision-making processes.Vastian's fina... Show more
Manager - Financial Planning & Analysis.Embrace Software Inc is a permanent‑capital software company that acquires and grows essential, mission‑critical businesses across Industrial, Healthcare, Fi... Show more
SYSTRA Canada is part of the SYSTRA group, an international consulting and engineering group, a world leader in the design of transport infrastructures.SYSTRA Canada is an engineering and consultin... Show more
Apotex est une entreprise mondiale dans le domaine de la santé, établie au Canada.Nous améliorons l’accès quotidien à des médicaments et à des produits de santé abordables et novateurs pour des mil... Show more
Financial Controller (Contract, Nova Scotia & New Brunswick).Our client in Halifax is looking for a Financial Controller for a 1-year contract.The role can be performed remotely from anywhere in No... Show more
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more
Acareer as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals.This position allows you to take on ... Show more
Finance Business Partner – Strategic Growth Opportunity.Our client is a well‑established, entrepreneurial organization with an outstanding reputation in its industry and an ambitious vision for the... Show more
A leading cloud services firm seeks a Principal Strategist to enhance its Financial Services Practice.The ideal candidate will drive customer program success by developing actionable roadmaps and g... Show more
RBC is seeking an experienced financial planner to advise and support clients from the Asian community in achieving their financial goals.As an RBC Financial Planner, you have the opportunity to ma... Show more
Made by Gather - the company behind America’s fastest-growing kitchenware brands.Founded in 2003 by entrepreneur Shae Hong, Made by Gather makes super-premium design and innovation accessible to th... Show more
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more
Take a step towards a meaningful career as a Financial Advisor with Sun Life in Montreal Ouest.Your role will focus on helping clients navigate their financial journeys with expert guidance.As a Fi... Show more
