Deliver world-class financial advice in Beloeil with RBC, combining investment planning expertise, relationship development, and English-French bilingual service. Help clients pursue long-term goals.

This full time Financial Planner role serves mass affluent clients through tailor-made planning and ongoing comprehensive reviews. Recommend RBC investment, credit, and everyday banking solutions based on client circumstances. Cultivate referral relationships with service partners and local markets while maintaining a client-focused approach to performance targets.

Responsabilités clés:

- Create tailor-made financial plans for client objectives
- Recommend investment, credit, and everyday banking solutions
- Provide ongoing comprehensive client reviews




- Cultivate service partner and local market relationships
- Expand client portfolios using value-based practices

Exigences:

- IPF Financial Planning Designation
- IFIC or CSC Mutual Funds License
- Three or more years in financial planning
- Proven networking and client acquisition skills
- Regular service for English and French-speaking clients

Use bilingual communication, investment solutions, and financial planning expertise to deliver trusted RBC advice and grow client relationships.

📌 Bilingual Investment Planning Advisor (Beloeil)
🏢 RBC
📍 Beloeil