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Financial Planner for Asian Community

RBC

montreal (administrative region), qc, Canada Full-time July 13, 2026

Opportunity Description

Join RBC as a Financial Planner, where you'll advise the Asian community and help them achieve financial success. This role emphasizes building long-term relationships through tailored financial advice and expert planning.
As an experienced Financial Planner at RBC, you will manage a diverse portfolio of mass affluent clients. Your role includes conducting comprehensive financial reviews and delivering personalized solutions. Utilizing your strong passion for financial planning, you will provide advice that supports clients in reaching their long-term goals while actively expanding your client base.
Key Responsibilities:
• Provide customized financial planning advice for clients
• Manage and grow a portfolio of affluent clients
• Build partnerships with service providers and local markets
Requirements:
• Financial Planning Designation (IPF) required
• Minimum 3 years of financial planning experience
• Bilingual in English and French
• Proven networking and...
Full-time Other-General

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