Financial Planner

RBC is seeking Financial Planners to join their team in Montréal. As a Financial Planner, you will manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and financial planning expertise. Responsibilities: Provide tailor-made financial planning advice and help clients reach their goals Actively maintain and expand your portfolio of clients using value-based relationship management practices Cultivate relationships with service partners and local markets to optimize business opportunities and referrals Requirements: Financial Planning Designation (IPF) or in the process of completion Mutual Funds License (IFIC or CSC) Minimum 3 years’ experience in financial planning Proven networking and client acquisition skills Bilingualism (English and French) required Benefits: 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 Data by YubHub .