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.

📌 Bilingual RBC Financial Planner (Canada)
🏢 RBC
📍 Canada