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 Robust 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. #J-18808-Ljbffr

📌 Rouyn-Noranda Financial Planning Advisor
🏢 RBC
📍 Rouyn-Noranda