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.

📌 Personal Banker - Full-Time (Saint-Jean-sur-Richelieu)
🏢 RBC
📍 Saint-Jean-sur-Richelieu