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.