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 professional goals.