Elevate your career as a Financial Planner at RBC, focusing on managing and growing a portfolio of mass affluent clients. Leverage your expertise in financial planning to build lasting relationships and help clients achieve their goals.
In this full-time role at RBC, you will serve as a trusted advisor, providing tailor-made financial planning solutions and ensuring clients receive comprehensive reviews of their financial circumstances. You will cultivate relationships with partners and expand your client portfolio using value-based management practices to meet performance targets.
Key Responsibilities:
• Provide tailored financial planning advice to clients • Maintain and expand client portfolios to meet targets • Develop solid relationships with service partners • Utilize investment and banking solutions for clients • Engage in community networking for business opportunities
Requirements: • Financial Planning Designation (IPF) • Mutual Funds License (IFIC or CSC) • Minimum 3 years' financial planning experience • Proven networking and acquisition skills • Bilingual in English and French required
Bring your passion for holistic financial planning and relationship building to RBC in Longueuil. #J-18808-Ljbffr
📌 Financial Planner for Mass Affluent Clients (Winnipeg)
🏢 RBC
📍 Winnipeg
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