Financial Planner Relationship
On-site · Laval, Quebec, Canada
Job Summary
Financial Planner at RBC Laval seeks to manage and grow a mass affluent client portfolio through tailored financial planning, ongoing reviews, and value-based relationship management. Responsibilities include delivering tailor-made planning advice using investments, credit, and everyday banking products, expanding client base, and cultivating service-partner referrals. Requires IPF designation, mutual funds license (IFIC or CSC), 3+ years’ experience, strong networking and referral-building skills, and English-French bilingual capability. Full-time salaried position with benefits and a comprehensive training program; located in Laval, QC, Canada.
Required Qualifications
- 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
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