Financial Planner - Relationship Manager - FR

What is the job opportunity about?

As a financial planner at RBC, you have the opportunity to manage and grow a well-established client portfolio. You constantly examine the financial situation of clients, building long-term relationships through superior advice, financial planning expertise, and continuous services. Your overflowing energy to achieve goals and your passion for financial planning in general drive you to offer world-renowned advice and solutions to help clients achieve their long-term goals. With a base salary combined with variable compensation, you will be able to create the future you want for yourself and the clients you advise.

What will your tasks be?

• Offer personalized financial planning advice and help clients achieve their goals through our unmatched range of investment, credit, and banking services
• Actively manage and ensure the growth of a client portfolio, using value-based relationship management practices
• Maintain relationships with service partners and local businesses to optimize business opportunities and recommendations
• What do you need to succeed?

Requirements

• Financial Planning Certification (FP)
• Registered Investment Fund Representative (success in the Investment Funds in Canada course or the Canadian Securities Course)
• At least three years of experience in the financial planning field
• Proven networking and client acquisition skills
• Ability to establish a strong client referral network

Benefits for you

Giving our best, thinking differently to pursue our growth, and working as a team to provide reliable advice that contributes to clients' success and communities' prosperity is a challenge we take on with flair. We care about everyone's well-being and are determined to realize our full potential, foster community growth, and contribute to everyone's success.

• Full-time RBC employee status, unlimited earning potential, and comprehensive benefits program
• Dynamic and high-performing team focused on progression and collaboration
• World-class financial services training program
• Flexible work-life balance options
• Professional Skills
• Communication, Business Development, Client Orientation, Long-term Planning
• Additional Job Details
• Address
• :
• 2450 BOUL LAURIER:QUÉBEC
• City
• :
• Country
• :
• Number of working hours per week:
• 37.5
• Employment Type:
• Full-time
• Industry:
• Personal and Business Banking Services
• Function Type:
• Regular
• Salary Scale Type:
• Salaried
• Job Posting Date
• :
• 2026-06-04
• Application Deadline:
• 2026-09-30
• Note
• :
• *Applications will be accepted until 23:59 the day before the above application deadline*
• Our Job Opportunities

At RBC, we are guided by our common values – Customer First, Integrity, Collaboration, Respect, Excellence – and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continuous growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation, and professional growth contributes to realizing our purpose and generating value for our clients and communities. To achieve this, we implement policies and programs that promote a respectful and inclusive work environment and provide opportunities for all.

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Push your limits and build a new future at RBC. Discover how we put our passion and motivation to work for the well-being of clients and communities at jobs.rbc.com.

RBC is currently inviting candidates to apply for this vacant position. By applying to this job posting, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be invited for a closer review of their resume.