Job Description

What is the opportunity?The RBC Dominion Securities Montréal 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