Join RBC as an Investment and Retirement Planning Specialist, crafting tailored financial advice for a diverse clientele. Utilize your bilingual skills and experience in client acquisition to drive success.

This role focuses on building relationships with clients and creating custom investment strategies at RBC. You will deliver comprehensive financial planning solutions while expanding your network to attract new clients. This position requires robust communication and partnership development skills to meet the distinct needs of both English and French-speaking clients.

Key Responsibilities:
• Create personalized investment strategies for clients
• Offer tailored financial planning solutions to meet needs
• Acquire new clients through strategic networking




• Partner with RBC team members to support clients
• Develop business referrals from your influence circles

Requirements:
• Financial Planning Designation (IPF) or working towards it
• Mutual Funds License (IFIC or CSC)
• At least 2 years’ experience in the field
• Strong client acquisition and networking abilities
• Bilingual in English and French for effective service

Bring your financial planning expertise and networking prowess to help clients thrive at RBC.
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📌 Investment and Retirement Planning Specialist (Quebec City)
🏢 Jobtailor
📍 Quebec City