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.

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Mass Affluent Portfolio Financial Planner