RBC Open House Financial Planning

Job Description

RBC Open House |  Tuesday January 13th, 2027

Lorena Biason, Regional Vice-President, Financial Planning – Quebec would like to invite you to an open house on the evening of Wednesday January 13th, 2027 between 5:00 p.m. and 7:00 p.m. 

We are looking for talent to join our growing teams of financial planning professionals across Quebec.

What is the opportunity?

Characterized by a strong values-based culture, RBC is rich in opportunities and recognition: an environment where the success of our clients and the prosperity of communities are our priorities.

Come meet us, you will have the opportunity to discover our financial planning platform as well as our management team !

Event Details
📅 Date: Tuesday, January 13th, 2027
⏰ Time: 5:00 – 7:00 PM EST
📍 Location: In-person in Montreal (exact location provided upon confirmation)

How to Attend
This event is by invitation only. To register your interest, please submit your resume today. Selected attendees will receive confirmation and event details by January 5th, 2027.

Don’t miss this chance to connect with RBC leaders and take the first step toward a rewarding career in Financial Planning !

Please apply if you are available on this date and interested in participating in a recruitment evening to fill positions in Financial Planning. We are looking for talent to join our growing teams of financial planners.

Financial Planner Relationship

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

What do you need to succeed?

Must-have

• 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
• 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’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.

• 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

Financial Planner, Investment and Retirement Planning

What is the opportunity?

As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With unlimited earning potential, you can truly create the future you want for yourself and for the clients you advise.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions

• Acquire and consolidate existing and new-to-RBC clients and assets

• Connect clients with the right RBC team members to help continuously meet their needs

• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (IPF) or in the process of completion
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

What are the advantages 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
  

Associate 

What is the opportunity?  

As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency. 

What will you do? 

• Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions  

• Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required 

• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies 

• Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual plan 

• Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk 

• Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience 

What do you need to succeed? 

Must-have 

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course) 

• Previous experience in personal lending, investments and general banking with clients directly  

• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills 

• IT literacy including the Microsoft Office suite of products, and digital knowledge  

• Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone 

• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success 

• Ability to work both independently and in a team environment, demonstrating strong collaboration skills 

• Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS 

• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. 

Nice-to-have 

• Track record in building rapport and maintaining client relationships within the financial industry 

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 competitive compensation, bonuses, and flexible benefits 

• Continued opportunities for career advancement 

• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities 

• Opportunity to achieve great success and grow your career with RBC

Job Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-09

Application Deadline:

2027-01-11

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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