Shape financial futures as a Bilingual Financial Planner with RBC, providing customized investment and retirement solutions. Leverage your expertise to build solid client relationships and drive acquisition.

RBC is seeking a Financial Planner to develop personalized investment strategies for both new 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 current 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 current 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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📌 Bilingual Financial Planner At Rbc Quebec City
🏢 Jobtailor
📍 Quebec City