Grow a mass affluent portfolio at RBC while providing holistic financial planning and ongoing services. Opportunities are available in Rouyn-Noranda and Val d’Or.
This Financial Planner chance focuses on managing client relationships and delivering advice across RBC’s investment, credit, and everyday banking solutions. Provide regular reviews, pursue performance targets, and help clients work toward long-term goals. The position requires service in English and French.
Key Responsibilities: Manage and grow a mass affluent client portfolio
Review clients’ financial circumstances on an ongoing basis
Recommend investment, credit, and banking solutions
Meet targets through value-based client relationships
Optimize opportunities through partner and market referrals
Requirements: Financial Planning Designation, IPF
Mutual Funds License, IFIC or CSC
Three or more years of financial planning experience
Ability to develop a strong referral network
Bilingual English and French client service capability
Use portfolio management, holistic advice, and bilingual communication to support RBC clients across Rouyn-Noranda and Val d’Or.

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📌 Mass Affluent Portfolio Financial Planner (Quebec City)
🏢 RBC
📍 Quebec City