52392dd2-722 RBC Financial Planner As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.

Your responsibilities include:

  • Providing tailor-made financial planning advice and helping clients reach their goals using a range of investment, credit, and everyday banking solutions
  • Actively maintaining and expanding your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivating relationships with service partners and local markets to optimize business opportunities and referrals

To succeed in this role, you will need:

  • Financial Planning Designation (IPF)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Bilingualism (English and French) required

In return, you will receive:

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Opportunity to work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

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]]> full-time senior Financial Planning, Client Relationship Management, Investment, Credit, Everyday Banking, French Finance Finance Royal Bank of Canada https://logos.yubhub.co/jobs.rbc.com.png Royal Bank of Canada is a Canadian multinational investment bank and financial services company. https://jobs.rbc.com https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/BELOEIL-Quebec-Canada/Financial-Planner-Relationship_R-0000190831-1 Beloeil, Quebec Beloeil Quebec CA 2026-10-20 unknown unknown