Financial Planner Relationship

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

Job Description

What is the opportunity?

As an RBCFinancial Planner,youhave the opportunity tomanage andgrowa portfolio ofmass affluent clients.Youprovide ongoingcomprehensivereviewsof your clients’ financial circumstances,creatinglong-term relationships through superioradvice, financial planningexpertise, and ongoing services.Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achievetheir 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?

• Providetailor-made financial planning advice andhelp clients reach their goals,using our unparalleled array of investment,credit,andeverydaybankingsolutions

• Activelymaintainandexpandyourportfolio of clients using value-based relationship management practices, achieving performance targets

• Cultivaterelationships with service partners and local markets tooptimizebusiness opportunities and referrals

What do you need to succeed?

Must-have

• Financial Planning Designation (IPF)

• Mutual Funds License (IFIC or CSC)

• Minimum3years’ 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’sin it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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

600 BOUL SIR WILFRID LAURIER:BELOEIL

City

Beloeil

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-18

Application Deadline

2026-10-30

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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