Serve Beloeil clients as an RBC Financial Planner using holistic financial planning and bilingual English-French communication. Build lasting relationships through tailored advice and ongoing service.
Manage and grow a portfolio of mass affluent clients as an RBC Financial Planner. Conduct comprehensive reviews of financial circumstances while providing investment, credit, and everyday banking solutions. Help clients pursue long-term goals through superior advice, relationship management, and ongoing services.
Responsabilités clés:
- Provide tailored financial planning advice for client goals
- Review clients' financial circumstances comprehensively and regularly
- Maintain and expand a mass affluent client portfolio
- Develop relationships with service partners and local markets
- Optimize business opportunities and client referrals
Exigences:
- Financial Planning Designation (IPF)
- Mutual Funds License (IFIC or CSC)
- Minimum three years' financial planning experience
- Proven networking and client acquisition skills
- Bilingual English and French communication required
Apply financial planning expertise, bilingual communication, and relationship management to support RBC clients and portfolio growth in Beloeil.