Mass Affluent Portfolio Financial Planner

Manage and expand a mass affluent portfolio as an RBC Financial Planner in Saint-Jean-sur-Richelieu, combining advice, referrals, and financial planning expertise.

This full-time Financial Planner position focuses on growing client relationships through holistic planning and value-based relationship management. You will help clients pursue long-term goals using RBC investment, credit, and everyday banking solutions. Ongoing reviews and business development are core to the work.

• Expand a mass affluent client portfolio through ongoing service
• Develop tailor-made plans aligned with client goals
• Deliver advice across investment, credit, and banking solutions
• Meet targets while maintaining client relationships
• Develop strong referral networks through local relationships

• IPF Financial Planning Designation
• IFIC or CSC Mutual Funds License
• At least three years’ financial planning experience
• Strong networking and client acquisition track record
• Ability to serve English- and French-speaking clients

Use portfolio growth, long-term planning, and referral development skills to advise RBC clients as a Financial Planner.