Bilingual Financial Planner Role Brossard

Overview

Join RBC as a bilingual Financial Planner in Brossard, Quebec, and transform financial futures. You will manage affluent clients and deliver expert planning services tailored to their needs. This senior role requires your robust financial planning skills combined with proven success in client acquisition and relationship management.

With at least three years in the field, you will provide individualized advice and utilize RBC's diverse products to help clients accomplish their financial goals. You will actively seek opportunities with local markets and service partners to enhance your business reach.

Responsibilities

• Provide tailored financial planning strategies to clients
• Grow your portfolio through value-based relationship management
• Cultivate cooperative ties with service partners and local markets

Requirements

• Financial Planning Designation (IPF) mandatory
• Mutual Funds Licenc...