Financial Planner at RBC in Laval

Financial Planner at RBC in Laval

06 Sep
|
RBC
|
Laval

06 Sep

RBC

Laval

Become a Financial Planner with RBC in Laval, Canada, specializing in Investment and Retirement Planning. Develop relationships and provide tailored financial solutions to clients while enjoying unlimited earning potential. In this full-time role, you will build strong connections with both new and existing RBC clients, employing your skills in networking and client acquisition.

Your financial planning expertise will help deliver world-class advice and customized investment options including proprietary mutual funds. Through collaboration with internal partners, you will be instrumental in guiding clients towards their long-term financial goals. Key Responsibilities:

- Provide personalized financial planning advice and solutions




- Acquire new clients and consolidate existing accounts
- Connect clients with appropriate RBC team members
- Cultivate external business referrals through networking

Requirements:

- Financial Planning Designation (IPF) or in progress
- Mutual Funds License (IFIC or CSC)
- At least 2 years in financial planning
- Robust networking and client acquisition skills
- Bilingual in English and French

Leverage your skills in financial planning and networking to excel as a Financial Planner with RBC and make a positive impact on clients' lives.

📌 Financial Planner at RBC in Laval
🏢 RBC
📍 Laval

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