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.