Elevate client financial journeys as a Client Acquisition Financial Planner with RBC. Develop investment solutions and provide personalized service, fully leveraging your bilingual skills.

RBC is looking for a Financial Planner to enhance client relationships and deliver bespoke investment advice. This position emphasizes acquiring new clients and utilizing a diverse range of investment solutions to meet their goals. Your ability to build strong partner relationships will be pivotal in creating a successful client experience.

Key Responsibilities:
• Establish tailored investment solutions for clients
• Offer customized financial planning advice
• Acquire current clients through effective networking




• Connect clients with suitable RBC professionals
• Develop referrals through relationship building

Requirements:
• Financial Planning Designation (IPF) or in progress
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of relevant experience
• Proven client acquisition and networking track record
• Bilingual in English and French to cater to all clients

Utilize your skills in financial planning and client engagement at RBC to enhance investment and retirement outcomes.
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📌 Client Acquisition Financial Planner at RBC (Quebec City)
🏢 Jobtailor
📍 Quebec City