Join RBC as a Financial Planner, where you'll manage a portfolio of mass affluent clients by providing tailored financial solutions and building solid, long-term relationships. Your expertise will drive success for both clients and yourself.

As part of a collaborative 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 solid 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

📌 Holistic Financial Planner At Rbc Winnipeg (Canada)
🏢 RBC
📍 Canada