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. #J-18808-Ljbffr