More jobs:
Financial Planner
Job in
Longueuil, Province de Québec, Canada
Listed on 2026-07-23
Listing for:
RBC
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Join RBC as a Financial Planner in Longueuil, where you will impact clients' financial futures. Manage a diverse portfolio and enhance client advisory services through superior financial planning.
This role offers you the chance to leverage your expertise while building long-lasting relationships with mass affluent clients. You will address their needs with exceptional investment and banking solutions, working within a supportive and high-performing team.
Key Responsibilities:
• Deliver personalized financial advice to achieve client goals
• Expand your client base using relationship management strategies
• Build partnerships to enhance referral networks
Requirements:
• Financial Planning Designation (IPF) needed
• Mutual Funds License (IFIC or CSC) required
• At least 3 years in financial planning experience
• Proven ability to acquire and retain clients
• Must be bilingual in English and French
Foster client relationships and financial growth through tailored advice at RBC in Longueuil.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×