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 robust 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 specialists
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.

📌 Client Acquisition Financial Planner At Rbc Westmount
🏢 Jobtailor
📍 Westmount