Job Description

What is the opportunity?

The RBC Dominion Securities Uptown branch is seeking an experienced individual to join a high-performing team. In this role, you will work closely with the portfolio managers to deliver high-quality and comprehensive financial planning to high-net-worth individuals, families, and business owners.

You will play a key role in integrating financial planning into the core client experience - helping clients make informed decisions across retirement, tax, estate, insurance, and wealth transfer planning.

The ideal candidate will be a natural relationship manager with a financial planning background who enjoys working directly with clients and who thrives in a collaborative environment.

What will you do?

• Deliver comprehensive financial plans, including retirement, estate, charitable, and business succession planning
• Prepare wealth projections and modeling using firm tools to support client objectives
• Attend client meetings with advisors, help translate complex planning concepts into actionable strategies
• Identify opportunities for asset consolidation, referrals, and planning improvements within the client base
• Partner with portfolio managers to integrate financial planning into the core client experience
• Coordinate with internal specialists, external advisors, and centres of influence (COI)
• Ensure smooth execution of client strategies, from meeting preparation to post-meeting follow-ups
• Maintain up-to-date knowledge of financial planning best practices, tax legislation, and regulatory requirements
• Support team development by sharing insights, planning tools, and best practices

What do you need to succeed?

Must-have

• 7+ years of experience in financial planning or wealth management
• Financial planner diploma granted by the Institute of Financial Planning
• Experience working with high-net-worth clients
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Strong analytical, problem solving, and attention to detail skills
• High client service orientation and interpersonal skills
• Proficiency with business applications, including Microsoft 365 Apps

Nice-to-have

• Registered Representative (RR) with CIRO
• Master of Taxation (M.Tax.) and/or Chartered Professional Accountant (CPA)

What’s in 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.

• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address:

1501 AV MCGILL COLLEGE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-19

Application Deadline:

2026-04-27

Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.