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 prospect 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.

📌 Mass Affluent Portfolio Financial Planner (Rouyn-Noranda)
🏢 RBC
📍 Rouyn-Noranda