Develop relationships and create custom investment solutions for prospective and existing RBC clients
Provide tailor‑made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
Acquire and consolidate existing and recent‑to‑RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centres of influence

Requirements
Must-have Financial Planning Designation (IPF) or in the process of completion
Mutual Funds License (IFIC or CSC)
Minimum 2 years’ experience in financial planning
Proven networking and client acquisition skills
Ability to cultivate solid partner relationships
Bilingualism (English and French) required, as you will regularly serve our clients with English and French‑speaking needs.

Core Competencies

Demonstrates expertise in financial planning and client acquisition,



with a solid ability to develop tailored investment solutions and cultivate partner relationships. Bilingual in English and French, effectively serving diverse client needs.

Highest-signal resume keywords
Financial Planning Designation (IPF)
Mutual Funds License (IFIC or CSC)
Client Acquisition Skills
Networking Skills
Bilingualism (English and French)

ATS Optimization Keywords

Hard Skills
Financial Planning
Investment Solutions
Portfolio Management
Client Relationship Management
Business Development

Soft Skills
Relationship Building
Communication Skills
Networking

Certifications & Qualifications
Financial Planning Designation (IPF)
Mutual Funds License (IFIC or CSC)

Industry Keywords
Investment Solutions
Financial Planning
Client Acquisition
Portfolio Solutions
Networking
J-18808-Ljbffr

📌 Financial Planner, Investment And Retirement Planning Westmount
🏢 Jobtailor
📍 Westmount