Financial Planner Relationship

RBC; Brossard; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Financial Planner in Brossard, Canada, to manage and grow a portfolio of affluent clients. The ideal candidate has a Financial Planning Designation and at least 3 years of experience, along with strong networking skills and bilingual proficiency in English, French, and Mandarin. This full-time role offers unlimited earning potential and comprehensive benefits, promoting a work/life balance.

Benefits

Full-time employee status with unlimited earning potential

Work with a dynamic and collaborative team

World-class training program

Flexible work/life balance options

Qualifications

• Minimum 3 years’ experience in financial planning.
• Proven networking and client acquisition skills.
• Ability to develop a strong referral network.
• Bilingualism required.

Responsibilities

• Provide tailor-made financial planning advice to clients.
• Actively maintain and expand client portfolio to achieve targets.
• Cultivate relationships with service partners and markets.

Skills

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

Networking

Bilingualism (English, French, Mandarin)

Education

Financial Planning Designation

Job description

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, 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 achieve their 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?

• 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

What do you need to succeed?

Must-have

• Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to develop a strong referral network
• Bilingualism (English, French and Mandarin ) required, as you will regularly serve our clients with English, French and Mandarin-speaking needs.

What’s in 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:

7250 BOUL TASCHEREAU:BROSSARD

City:

BROSSARD

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-04

Application Deadline:

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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