12 Aug
|
RBC
|
Quebec City
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.
Job Description 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? Full-time RBC employee status with unlimited earning potential and full perks
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 2068 CH DE CHAMBLY:LONGUEUIL
City Longueuil
Country Canada
Work hours/week 37.5
Employment Type Full time
Platform PERSONAL & COMMERCIAL BANKING
Job Type Regular
Pay Type Salaried
Posted Date 2026-08-06
Application Deadline 2026-08-14
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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📌 Financial Planner Relationship- EN (Quebec City)
🏢 RBC
📍 Quebec City