Join RBC as a Financial Planner in Laval, focusing on investment and retirement solutions for clients. Utilize your expertise to drive recent investment sales while receiving comprehensive support from internal teams. As a full-time Financial Planner, you will create custom investment strategies tailored to your clients' unique financial needs.

This role requires excellent relationship-building skills as you will not only serve existing clients but also actively network to acquire new ones. Your capability to connect clients with the right RBC partners will enhance their experience and financial success. Key Responsibilities:

- Offer tailored investment advice and portfolio solutions
- Acquire new clients and retain existing ones
- Network actively to develop referral sources
- Collaborate with RBC team members for client needs

Requirements:

- Financial Planning Designation (IPF) preferred
- Current Mutual Funds License (IFIC or CSC)
- 2+ years’ experience in financial planning
- Proven skills in networking and client engagement
- Bilingual: English and French required

Harness your financial planning expertise to help clients thrive while enjoying the support of RBC's professional environment.

📌 Investment and Retirement Financial Planner (Laval)
🏢 RBC
📍 Laval