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.