Grow an RBC portfolio of mass affluent clients through comprehensive reviews, relationship management, and financial planning expertise. This full-time Beloeil opportunity emphasizes long-term advice.
As an RBC Financial Planner, provide holistic guidance across investment, credit, and everyday banking solutions. Maintain robust client relationships through ongoing service while pursuing performance targets. Use proven networking, acquisition, and referral skills to expand your portfolio and support clients' long-term goals.
Responsabilités clés: Manage and grow a portfolio of mass affluent clients
Deliver comprehensive reviews of financial circumstances
Use value-based relationship management practices
Achieve performance targets through portfolio development
Build local market and service partner relationships
Exigences: Financial Planning Designation (IPF)
Mutual Funds License through IFIC or CSC
At least three years of financial planning experience
Strong client acquisition and networking abilities
Ability to develop a strong referral network
Bring portfolio management, holistic planning, and client acquisition expertise to RBC's financial planning team serving Beloeil.

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📌 RBC Wealth Portfolio Planner (Quebec City)
🏢 RBC
📍 Quebec City