- 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 strong 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 strong 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

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📌 Financial Planner, Investment and Retirement Planning (Westmount)
🏢 Jobtailor
📍 Westmount