Financial Planning Expert At Rbc Dorval

Explore a rewarding career as an RBC Financial Planner, focusing on mass affluent clients by providing superior financial advice and planning. Drive results and help clients achieve significant financial goals.

This role involves managing an expansive portfolio, delivering holistic financial planning services tailored to your clients' needs. Your approach will combine comprehensive reviews and ongoing services, ensuring robust relationships and effective client advisories. RBC's supportive workplace promotes your ability to exceed performance targets.

Key Responsibilities

• Deliver tailor‑made financial advice to clients
• Grow your portfolio through effective relationship management
• Foster partnerships with service providers for enhanced referrals

Requirements

• Must have a Financial Planning Designation (IPF)
• Mutual Funds License (IFIC or CSC) required
• Minimum of 3 years in financial planning ...