Financial Planner: Holistic Planning for Mass Affluent

RBC; Dollard-des-Ormeaux; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

World-class training program

Flexible work/life balance

Job summary

RBC Financial Planner role located in Dollard-des-Ormeaux, Canada, focuses on managing and growing a portfolio of mass affluent clients with comprehensive reviews and holistic planning. You deliver tailored advice across investments, credit, and everyday banking solutions while building long-term client relationships.

Expect a base salary plus variable compensation, with full benefits and ongoing training. The role requires English and French proficiency and a strong referral network to drive

Qualifications

• Financial planning designation (IPF) 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 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

Skills

Financial planning

Networking

Bilingual English/French

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Job description

RBC Financial Planner role located in Dollard-des-Ormeaux, Canada, focuses on managing and growing a portfolio of mass affluent clients with comprehensive reviews and holistic planning. You deliver tailored advice across investments, credit, and everyday banking solutions while building long-term client relationships.

Expect a base salary plus variable compensation, with full benefits and ongoing training. The role requires English and French proficiency and a strong referral network to drive