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 strong 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
- Robust 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.
📌 RBC Wealth Portfolio Planner (Beloeil)
🏢 RBC
📍 Beloeil