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.
📌 Senior Financial Planner at RBC Brossard
🏢 RBC
📍 Brossard