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.

📌 RBC Financial Planner Saint-Jean-sur-Richelieu
🏢 RBC
📍 Saint-Jean-sur-Richelieu