Join RBC as a Client-Focused Financial Planner in Dollard-Des Ormeaux. Leverage your financial planning skills to build lasting relationships with mass affluent clients.
This position is ideal for a passionate financial planner with at least three years of experience. You'll provide comprehensive reviews of your clients’ financial situations, delivering world-class advice and tailored investment solutions. Your efforts will be centered around maintaining a solid referral network and achieving performance targets through exceptional client service.
Key Responsibilities:
• Offer tailored financial advice to align with client goals
• Actively grow your client portfolio through networking
• Strengthen relationships with service partners locally
• Implement effective relationship management strategies
• Meet and exceed performance targets regularly
Requirements:
• Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC)
• Minimum three years’ experience in financial planning
• Proven networking and client acquisition abilities
• Bilingual (English and French) proficiency required
Elevate your financial planning career while empowering clients to reach their dreams.
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📌 Client-Focused Financial Planner at RBC (Quebec City)
🏢 RBC
📍 Quebec City
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