Financial Planner Relationship- EN

4 days ago

SaintConstant, Canada RBC Full time

What is the opportunity? As an RBC Financial Planner, you manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of their financial circumstances, creating long‑term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning drive you to deliver world‑class advice and solutions that help clients achieve their long‑term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise. What will you do? Provide tailor‑made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions. Actively maintain and expand your portfolio of clients using value‑based relationship management practices, achieving performance targets. Cultivate relationships with service partners and local markets to optimize business opportunities and referrals. What do you need to succeed? 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, as you will regularly serve our clients with English and French‑speaking needs. What’s in it for you? Full‑time RBC employee status with unlimited earning potential and full benefits. Work with a dynamic, collaborative, progressive, and high‑performing team. A world‑class training program in financial services. Flexible work/life balance options. Job Skills Business Development, Client Centricity, Communication, Long‑Term Planning Additional Job Details Address: 184 BOUL D'ANJOU, CHÂTEAUGUAY, Châteauguay, Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-04 Application Deadline: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps bring our Purpose to life and create value for our clients and communities. #J-18808-Ljbffr

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