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.

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