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 strong 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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