RBC Financial Planning - Rouyn Noranda / Val d'Or- EN

RBC; Val-d'Or; Vor Ort; CAD 65.000 - 90.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Networker

Client acquisition

Bilingual English/French

Financial planning guidance

Ausbildung

IPF Designation

IFIC/CSC Mutual Funds License

3+ years financial planning experience

Jobbeschreibung

• This is for current and upcoming opportunities in Rouyn-Noranda and Val d'Or.

Job Description

• This is for current and upcoming opportunities in Rouyn-Noranda and Val d'Or.

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 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

Additional Job Details

• Address: 100 RUE DU TERMINUS O:ROUYN-NORANDA
• City: Rouyn-Noranda
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: HUMAN RESOURCES & BMCC
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-10-19

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.