Financial Planner Relationship

rbc; Saint-Jean-sur-Richelieu; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Job summary

RBC is seeking a Financial Planner in Saint-Jean-sur-Richelieu to manage a portfolio of mass affluent clients and deliver comprehensive financial planning. You will build long-term client relationships with holistic advice and proactive service, supported by RBC's broad investment and banking solutions.

In this role, you will network to expand your client base, meet performance targets, and collaborate with partners across markets.

Qualifications

• IPF designation required to practice financial planning.
• Mutual Funds License (IFIC or CSC) required.
• Minimum 3 years' experience in financial planning.

Responsibilities

• Provide tailor-made financial planning advice and help clients reach their goals, using our investment, credit, and banking solutions.
• Actively maintain and expand your portfolio using value-based relationship management practices, achieving targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networking

Client acquisition

Communication

Long term planning

Education

Financial Planning Designation (IPF)

Mutual Funds License (IFIC or CSC)

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?

• 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 and French) required, as you will regularly serve our clients with English and French-speaking needs.

What's in it for you?

• 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: 185 BOUL OMER MARCIL:SAINT-JEAN-SUR-RICHELIEU

City: Saint-Jean-Sur-Richelieu

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-10-19

Application Deadline: 2026-11-20

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

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.