Step into a Senior Financial Planner position at RBC in Brossard, Canada. You will manage affluent clients, offering expert financial planning and relationship management.
This chance is for candidates with a Financial Planning Designation and at least three years of relevant experience. You will engage in ongoing reviews of client financial circumstances, providing world-class advice using RBC's wide range of services. Your ability to build relationships and achieve performance targets will be vital for success in this role.
Key Responsibilities:
• Deliver tailored financial advice to clients
• Expand and manage a portfolio effectively
• Partner with local networks to enhance business opportunities
Requirements:
• Required Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC) needed
• Minimum 3 years’ experience in financial planning
• Excellent networking and client acquisition skills
• Bilingual proficiency in English and French
Bring your financial expertise to RBC in Brossard, guiding clients towards achieving their financial objectives.
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📌 Senior Financial Planner at RBC Brossard
🏢 RBC
📍 Brossard