Bilingual financial planning expertise is central to this RBC chance, serving English- and French-speaking clients from Saint-Jean-sur-Richelieu.
As a Financial Planner, you will build long-term relationships with mass affluent clients through superior advice and ongoing services. You will create comprehensive reviews of financial circumstances and develop solutions supporting long-term goals. The position requires business development, communication, and client-centric planning.
Key Responsibilities: Create comprehensive reviews of clients’ financial circumstances
Deliver superior advice and ongoing client services
Use investment, credit, and everyday banking solutions
Achieve performance targets through relationship management




Build referrals with service partners and local markets
Requirements: Financial Planning Designation through IPF
Mutual Funds License through IFIC or CSC
Minimum three years of financial planning experience
Proven networking and client acquisition abilities
Bilingual English and French communication for regular service
Bring bilingual communication, holistic planning, and client acquisition strengths to RBC’s Financial Planner team in Saint-Jean-sur-Richelieu.

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📌 Bilingual Financial Planning Advisor RBC (Quebec City)
🏢 RBC
📍 Quebec City