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 • Solid networking and client acquisition skills • Bilingual in English and French
Drive success for clients and communities while achieving your professional goals. #J-18808-Ljbffr