Financial Planner: Holistic Wealth & Client Growth

RBC; Val-d'Or; On-site; CAD 65,000 - 90,000; Full time

Job summary

RBC Financial Planner position in Canada focuses on managing and growing a portfolio of mass affluent clients through comprehensive reviews and long-term relationships. You’ll provide tailored financial planning using a full suite of RBC investment and banking solutions, with a base salary plus variable compensation.

The role emphasizes developing a strong referral network and collaborating with local markets to optimize opportunities.

Qualifications

• Must have IPF designation and mutual funds license (IFIC/CSC).
• Minimum 3 years’ experience in financial planning.
• Strong networking and client acquisition skills.
• Bilingual English and French required to serve diverse clients.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using RBC’s investment, credit, and banking solutions.
• Actively manage and grow a portfolio of mass affluent clients to achieve performance targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networker

Client acquisition

Bilingual English/French

Financial planning guidance

Education

IPF Designation

IFIC/CSC Mutual Funds License

3+ years financial planning experience

Job description

RBC Financial Planner position in Canada focuses on managing and growing a portfolio of mass affluent clients through comprehensive reviews and long-term relationships. You’ll provide tailored financial planning using a full suite of RBC investment and banking solutions, with a base salary plus variable compensation.

The role emphasizes developing a strong referral network and collaborating with local markets to optimize opportunities.