Explore an exciting career as a Financial Advisor with RBC in Longueuil. You'll manage a mass affluent client portfolio, providing financial planning expertise and world-class advice.
In this full-time role, your focus will be on creating value for clients through customized advice and proactive reviews. You will work closely with service partners and local markets to identify and seize business opportunities, all while achieving performance targets.
Key Responsibilities:
• Offer specialized financial planning advice tailored to clients
• Actively grow and maintain your client portfolio
• Establish strong relationships for referrals and business expansion
Requirements:
• Must hold a Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC) required
• Minimum of 3 years' financial planning experience
• Solid client acquisition skills essential
• Bilingual in English and French necessary
Provide insightful financial solutions and build strong relationships as a Financial Advisor at RBC in Longueuil.
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📌 Financial Advisor at RBC in Longueuil
🏢 RBC
📍 Longueuil