Overview

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 portfolio managers to deliver high‑quality and comprehensive financial planning to high‑net‑worth individuals, families, and business owners.

Responsibilities

• 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 and 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 ...