Financial Planner: Grow a Mass‑Affluent Client Portfolio

RBC; Beloeil; On-site; CAD 65,000 - 90,000; Full time

Job summary

RBC Beloeil, a leader in financial services, seeks a Financial Planner to manage a mass affluent client portfolio. You will deliver tailored financial planning, build long-term relationships, and provide ongoing services to help clients reach their objectives.

The role emphasizes growing the client base through proactive networking and collaboration with partners across markets, leveraging a comprehensive suite of investment and banking solutions, and delivering world-class advice.

Qualifications

• IPF designation is required.
• Mutual Funds License (IFIC or CSC) required.
• 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.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach goals.
• Actively maintain and expand your portfolio using value-based relationships.
• Cultivate relationships with service partners and local markets to optimize opportunities.

Skills

Networking

Client acquisition

Bilingual (English & French)

Relationship management

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Job description

RBC Beloeil, a leader in financial services, seeks a Financial Planner to manage a mass affluent client portfolio. You will deliver tailored financial planning, build long-term relationships, and provide ongoing services to help clients reach their objectives.

The role emphasizes growing the client base through proactive networking and collaboration with partners across markets, leveraging a comprehensive suite of investment and banking solutions, and delivering world-class advice.