Royal Bank of Canada

Relationship Financial Planner, Asian Market

Royal Bank of Canada$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Financial Planning Designation (IPF) required
  • Must hold a Mutual Funds License (IFIC or CSC)
  • At least 3 years' experience in financial planning
  • Demonstrated networking and client acquisition abilities
  • Strong capability to develop a referral network
  • Bilingual in English and French, necessary for client interactions

Responsibilities

  • Provide customized financial planning advice to meet clients' goals
  • Manage and grow a portfolio of mass affluent clients
  • Conduct ongoing comprehensive reviews of clients' financial situations
  • Utilize value-based relationship management to expand client base
  • Cultivate relationships with service partners and local community for referrals

Benefits

  • Full-time RBC employee status with unlimited earning potential and comprehensive benefits
  • Collaboration with a high-performing, dynamic team
  • Access to a world-class training program in financial services
  • Flexible work/life balance options
Full Job Description
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 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)


  • 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


Job Skills
Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details

Address:

1140 RUE SAINTE CATHERINE O: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:

2026-07-02

Application Deadline:

2026-08-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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