Bilingual Investment Planning Advisor
Job in
Beloeil, Montérégie, Province de Québec, J3G 0A1, Canada
Listing for:
RBC
Full Time
position
Listed on 2026-11-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Deliver world-class financial advice in Beloeil with RBC, combining investment planning expertise, relationship development, and English-French bilingual service. Help clients pursue long-term goals.
This full-time Financial Planner role serves mass affluent clients through tailor-made planning and ongoing comprehensive reviews. Recommend RBC investment, credit, and everyday banking solutions based on client circumstances. Cultivate referral relationships with service partners and local markets while maintaining a client-focused approach to performance targets.
Responsabilités clés:- Create tailor-made financial plans for client objectives
- Recommend investment, credit, and everyday banking solutions
- Provide ongoing comprehensive client reviews
- Cultivate service partner and local market relationships
- Expand client portfolios using value-based practices
- IPF Financial Planning Designation
- IFIC or CSC Mutual Funds License
- Three or more years in financial planning
- Proven networking and client acquisition skills
- Regular service for English and French-speaking clients
Use bilingual communication, investment solutions, and financial planning expertise to deliver trusted RBC advice and grow client relationships.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).