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 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 recent 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.