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
Activelymaintainandexpandyourportfolio 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
Address:
1140 RUE SAINTE CATHERINE O:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-07-02Application Deadline:
2026-08-28Note: 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
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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.
Relationship Financial Planner, Asian Market • MONTRÉAL, Quebec, Canada
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