Shape financial futures at RBC as a Financial Planner in Dollard-Des Ormeaux. Engage mass affluent clients with tailored advice and superior financial planning expertise.

In this full-time role, you will manage portfolios and build long-term client relationships. With over three years of experience in financial planning and essential certifications like IPF and a Mutual Funds License, you'll leverage superior advice to meet targets. This role emphasizes proactive business development, client acquisition, and maintaining a strong referral network to optimize client success.

Key Responsibilities:
• Provide personalized financial planning advice to clients
• Develop and expand your client portfolio effectively
• Cultivate relationships with service partners for referrals
• Use value-based relationship management practices
• Achieve performance targets consistently

Requirements:
• Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC)
• Minimum three years’ relevant experience
• Strong networking and client acquisition skills
• Bilingual in English and French

Drive success for clients and communities while achieving your skilled goals.
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📌 RBC Financial Planner in Dollard-Des Ormeaux (Quebec City)
🏢 RBC
📍 Quebec City