RBC seeks a Financial Planner in Saint-Jean-sur-Richelieu skilled in holistic financial planning, client relationships, and bilingual service for English- and French-speaking clients.
As an RBC Financial Planner, you will manage and grow a mass affluent client portfolio. You will provide comprehensive reviews, tailor-made advice, and ongoing services. Your work will draw on investment, credit, and everyday banking solutions while pursuing performance targets.
Key Responsibilities: Manage and grow a portfolio of mass affluent clients
Provide tailor-made financial planning advice for client goals
Review clients’ financial circumstances comprehensively and regularly
Maintain and expand relationships through value-based practices
Cultivate service partner and local market relationships
Requirements: Hold a Financial Planning Designation from IPF
Hold a Mutual Funds License from IFIC or CSC
Bring at least three years’ financial planning experience
Demonstrate networking and client acquisition skills
Provide bilingual English and French client service
Apply your financial planning expertise, relationship management, and bilingual communication skills as an RBC Financial Planner.

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