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 prospects 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 (Canada)
🏢 RBC
📍 Canada