Build trusted client relationships as an RBC Financial Planner in Rouyn-Noranda, delivering comprehensive reviews and personalized financial advice. This is a full time opportunity.
Manage and grow a portfolio of mass affluent clients while providing holistic financial planning expertise. Create long-term relationships through superior advice, ongoing services, and tailored solutions. Your work connects investment, credit, and everyday banking options with clients’ long-term goals.
Key Responsibilities:
- Conduct comprehensive reviews of client financial circumstances
- Create tailored plans supporting clients’ long-term goals
- Deliver superior financial planning advice and services
- Expand portfolios through value-based relationship management
- Develop referrals with service partners and local markets
Requirements:
- IPF Financial Planning Designation
- IFIC or CSC Mutual Funds License
- At least three years in financial planning
- Strong client acquisition and networking capabilities
- English and French required for regular client service
Bring holistic planning, client acquisition, and referral development skills to RBC’s Rouyn-Noranda financial planning practice.