RBC Open House Financial Planning

Job Description

RBC Open House |  Tuesday January 20th, 2026

Lorena Biason, Regional Vice-President, Financial Planning – Quebec would like to invite you to an open house on the evening of Tuesday January 20th, 2026 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 20th, 2026
⏰ 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, 2026.

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

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:

2025-10-27

Application Deadline:

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

I nclusion and Equal Opportunity Employment

At 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.