Manage and expand a mass affluent portfolio as an RBC Financial Planner in Saint-Jean-sur-Richelieu, combining advice, referrals, and financial planning expertise.
This full time Financial Planner position focuses on growing client relationships through holistic planning and value-based relationship management. You will help clients pursue long-term goals using RBC investment, credit, and everyday banking solutions. Ongoing reviews and business development are core to the work.
Key Responsibilities:
- Expand a mass affluent client portfolio through ongoing service
- Develop tailor-made plans aligned with client goals
- Deliver advice across investment, credit, and banking solutions
- Meet targets while maintaining client relationships
- Develop strong referral networks through local relationships
Requirements:
- IPF Financial Planning Designation
- IFIC or CSC Mutual Funds License
- At least three years’ financial planning experience
- Strong networking and client acquisition track record
- Ability to serve English- and French-speaking clients
Use portfolio growth, long-term planning, and referral development skills to advise RBC clients as a Financial Planner.
📌 Mass Affluent Portfolio Financial Planner (Canada)
🏢 RBC
📍 Canada