RBC seeks a Financial Planner in Rouyn-Noranda to deliver holistic financial planning and tailored advice. Serve English- and French-speaking clients regularly.
Manage and grow a portfolio of mass affluent clients through comprehensive reviews and ongoing services. Build long-term relationships using financial planning expertise, investment solutions, credit options, and everyday banking services. Pursue performance targets while helping clients achieve long-term goals.
Key Responsibilities:
- Provide tailored financial planning advice for client goals
- Use investment, credit, and everyday banking solutions
- Maintain and expand a mass affluent client portfolio
- Build relationships with service partners and local markets
- Generate business opportunities and client referrals
Requirements:
- Financial Planning Designation (IPF)
- Mutual Funds License (IFIC or CSC)
- At least three years of financial planning experience
- Proven networking and client acquisition skills
- English and French bilingualism required for client service
Apply financial planning expertise, relationship management, and bilingual service to help RBC clients reach their goals.