Join RBC as a Financial Planner in Laval, Canada, and help mass affluent clients achieve their financial goals. Leverage your expertise in financial planning to deliver superior client service.
In this pivotal role, you will manage a diverse portfolio and provide comprehensive financial advice that aligns with clients’ long-term objectives. Your success will depend on your ability to network efficiently and maintain key relationships to drive business performance. Bilingual skills in English and French will be essential in this position.
Key Responsibilities:
• Develop specialized financial planning advice for clients
• Actively manage and grow your client portfolio
• Foster relationships with partners to generate referrals
Requirements:
• Financial Planning Designation (IPF) required
• Holds a Mutual Funds License (IFIC or CSC)
• 3+ years’ experience in financial planning
• Strong networking and client acquisition record
• Bilingual proficiency in Engl...