01 Nov
|
RBC
|
Quebec City
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.
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📌 Rouyn-Noranda Financial Planning Advisor (Quebec City)
🏢 RBC
📍 Quebec City