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 prospect 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. #J-18808-Ljbffr