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.