Bilingual financial planning expertise is central to this RBC prospect, 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.