Shape financial futures as a Bilingual Financial Planner with RBC, providing customized investment and retirement solutions. Leverage your expertise to build strong client relationships and drive acquisition.
RBC is seeking a Financial Planner to develop personalized investment strategies for both current and existing clients. You will use a comprehensive portfolio of solutions to deliver tailored advice that meets diverse client needs. Your networking skills will play a crucial role in acquiring new clients and expanding RBC's reach in the financial planning market.
Key Responsibilities:
• Develop custom investment solutions for RBC clients
• Provide tailor-made financial planning and advice
• Acquire new clients through networking and referrals
• Connect clients with appropriate RBC team members
• Build relationships to meet client needs effectively
Requirements:
• Financial Planning Designation (IPF) preferred
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years' experience in financial planning
• Proven client acquisition and networking skills
• Bilingual in English and French for diverse clientele
Utilize your financial planning expertise and client management skills at RBC while helping clients navigate investments and retirement planning.
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