Financial Planner Relationship- EN

RBC; Beloeil; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Full benefits

Unlimited earning potential

Flexible work/life balance options

Job summary

RBC Financial Planner role in Beloeil, QC, Canada offers the chance to manage a portfolio of mass affluent clients and deliver comprehensive financial planning, leveraging RBC's investment, credit, and banking solutions to help clients reach long-term goals.

The position combines base salary with variable pay, recognizes achievement of targets, and offers full benefits, a world-class training program, and strong collaboration within a high-performing RBC team.

Qualifications

• IPF designation or equivalent.
• 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 in English and French required.

Responsibilities

• Provide tailored financial planning advice using RBC's investment, credit and banking solutions.
• Maintain and grow your client portfolio with value-based relationship management to achieve targets.
• Cultivate relationships with service partners and local markets to optimize opportunities and referrals.

Skills

Networking

Referral network

Bilingual English/French

Education

IPF designation

IFIC/CSC mutual funds license

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.

Job Description

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

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 and French) required, as you will regularly serve our clients with English and French‑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: 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: 2026-10-20

Application Deadline: 2026-11-20

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.