RBC seeks a Financial Planner in Saint-Jean-sur-Richelieu skilled in holistic financial planning, client relationships, and bilingual service for English- and French-speaking clients.
As an RBC Financial Planner, you will manage and grow a mass affluent client portfolio. You will provide comprehensive reviews, tailor-made advice, and ongoing services. Your work will draw on investment, credit, and everyday banking solutions while pursuing performance targets.
Key Responsibilities:
- Manage and grow a portfolio of mass affluent clients
- Provide tailor-made financial planning advice for client goals
- Review clients' financial circumstances comprehensively and regularly
- Maintain and expand relationships through value-based practices
- Cultivate service partner and local market relationships
Requirements:
- Hold a Financial Planning Designation from IPF
- Hold a Mutual Funds License from IFIC or CSC
- Bring at least three years' financial planning experience
- Demonstrate networking and client acquisition skills
- Provide bilingual English and French client service
Apply your financial planning expertise, relationship management, and bilingual communication skills as an RBC Financial Planner.
RBC Financial Planner Saint-Jean-sur-Richelieu employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
