Financial Planner at RBC in Brossard (Quebec City)

Financial Planner at RBC in Brossard (Quebec City)

17 Aug
|
RBC
|
Quebec City

17 Aug

RBC

Quebec City

Elevate your career as an RBC Financial Planner in Brossard, Canada. Manage a portfolio of clients, providing expert financial advice and personalized planning services.

In this full time role, you will leverage your Financial Planning Designation to cultivate relationships with mass affluent clients. You must possess exceptional networking skills and a minimum of three years’ experience in financial planning. Your role includes delivering tailored solutions by accessing RBC’s comprehensive banking services and investment products.

Key Responsibilities:
• Provide custom financial planning advice to clients
• Maintain and grow your client portfolio effectively
• Collaborate with partners for business optimization

Requirements:
• Financial Planning Designation (IPF) is necessary
• Mutual Funds License (IFIC or CSC) required
• At least 3 years of financial planning experience
• Proven skills in networking and client acquisition
• Bilingual in English and French is essential

Bring your passion for holistic financial planning to RBC in Brossard, helping clients achieve their long-term goals.
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📌 Financial Planner at RBC in Brossard (Quebec City)
🏢 RBC
📍 Quebec City

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