Become a trusted RBC Financial Planner specializing in investment and retirement planning in Montréal, Canada. Cultivate relationships and provide clients with tailor-made financial solutions to achieve their goals. In this full-time role, you will develop custom investment strategies for existing and prospective clients.
Supported by internal partners, you will engage in networking and prospecting to drive client acquisitions. Your creativity and motivation will set you apart while leveraging an unparalleled array of investment products, including select third-party options. Key Responsibilities:
- Deliver custom financial planning advice to clients
- Acquire and consolidate recent and existing clients
- Connect clients with appropriate RBC team members
- Develop business referral sources through networking Requirements:
- Financial Planning Designation (IPF) or in progress
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years of financial planning experience
- Proven networking skills and client acquisition abilities
- Bilingual in English and French Shape your career with unlimited earnings and client impact as an RBC Financial Planner.
📌 RBC Financial Planner in Montréal (Montreal)
🏢 RBC
📍 Montreal