Serve bilingual RBC clients in Rouyn-Noranda through holistic financial planning, relationship management, and tailored investment advice. Full time work supports ongoing client relationships.
As an RBC Financial Planner, manage and grow a mass affluent client portfolio. Provide comprehensive reviews of financial circumstances while building long-term relationships through advice, planning expertise, and ongoing services. Help clients pursue long-term goals using RBC solutions.
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 partners and local markets for referrals
Requirements: Financial Planning Designation from IPF
Mutual Funds License through IFIC or CSC
Minimum three years of financial planning experience
Proven networking and client acquisition skills
Bilingual English and French communication abilities
Apply financial planning expertise, bilingual service, and relationship management to help RBC clients achieve long-term goals.

#J-18808-Ljbffr

📌 Bilingual RBC Financial Planner (Quebec City)
🏢 RBC
📍 Quebec City