# RBC Financial Planner

**Company**: Royal Bank of Canada
**Location**: Beloeil, Quebec
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/BELOEIL-Quebec-Canada/Financial-Planner-Relationship_R-0000190831-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_52392dd2-722

## 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 responsibilities include:

- Providing tailor-made financial planning advice and helping clients reach their goals using a range of investment, credit, and everyday banking solutions

- Actively maintaining and expanding your portfolio of clients using value-based relationship management practices, achieving performance targets

- Cultivating relationships with service partners and local markets to optimize business opportunities and referrals

To succeed in this role, you will need:

- 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

In return, you will receive:

- Full-time RBC employee status with unlimited earning potential and full benefits

- Opportunity to work with a dynamic, collaborative, progressive, and high-performing team

- A world-class training program in financial services

- Flexible work/life balance options

## Skills

### Required
- Financial Planning
- Client Relationship Management
- Investment
- Credit
- Everyday Banking
- French

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/BELOEIL-Quebec-Canada/Financial-Planner-Relationship_R-0000190831-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)