Join RBC as a Financial Planner, where you'll manage a portfolio of mass affluent clients by providing tailored financial solutions and building strong, long-term relationships. Your expertise will drive success for both clients and yourself.
As part of a cooperative financial services team, you will leverage your skills in business development and client-centric planning to meet targets and develop opportunities to enhance client satisfaction. This full-time position requires you to employ your strong networking abilities and planning expertise in both English and French to best serve a diverse client base.
Key Responsibilities:
• Deliver personalized advice and financial planning services • Actively expand your client portfolio and maintain relationships • Collaborate with local partners for referrals and opportunities • Utilize RBC’s investment and banking solutions effectively • Meet performance targets through proactive client engagement
Requirements: • Financial Planning Designation (IPF) required • Mutual Funds License (IFIC or CSC) • At least 3 years of financial planning experience • Proven skills in networking and client acquisition • Bilingualism in English and French is mandatory
Harness your passion for finance and client service at RBC in Longueuil. #J-18808-Ljbffr