Guide mass affluent clients through holistic financial planning at RBC in Saint-Jean-sur-Richelieu. Use investment, credit, and banking solutions to support long-term goals.
As an RBC Financial Planner, you will manage and grow a client portfolio through comprehensive reviews and ongoing services. You will provide tailored advice, build relationships, and pursue performance targets using value-based relationship management. The position requires bilingual English and French service.
Key Responsibilities: Provide tailored financial planning advice for client goals
Use investment, credit, and everyday banking solutions
Maintain and expand a mass affluent client portfolio
Achieve performance targets through relationship management
Cultivate service partner and local market relationships
Requirements: Financial Planning Designation, IPF
Mutual Funds License, IFIC or CSC
Minimum three years of financial planning experience
Proven networking and client acquisition skills
Bilingual English and French communication ability
Apply financial planning expertise, networking skills, and bilingual service to develop lasting RBC client relationships in Saint-Jean-sur-Richelieu.

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📌 RBC Financial Planner Saint-Jean-sur-Richelieu (Quebec City)
🏢 RBC
📍 Quebec City