RBC Financial Planner Opportunity
RBC • brossard, Canada
Role Description
Explore the rewarding role of Financial Planner with RBC in Brossard, Canada. This full-time position focuses on cultivating long-term relationships and providing strategic financial advice.
As a Senior Financial Planner, you will be responsible for managing a portfolio of mass affluent clients, offering customized advice while leveraging your Financial Planning Designation. With three years of experience, you will use your financial expertise and networking capabilities to meet targets and enrich your clientele. Relationship cultivation with service partners and maximizing referral opportunities are also key aspects of this role.
Key Responsibilities:
• Advise clients with personalized financial planning solutions
• Manage and grow your diversified client portfolio
• Collaborate with service partners to maximize business opportunities
Requirements:
• Financial Planning Designation (IPF) required
• Mutual Funds Licence (IFIC or CSC) essential
• At least 3 yea...
As a Senior Financial Planner, you will be responsible for managing a portfolio of mass affluent clients, offering customized advice while leveraging your Financial Planning Designation. With three years of experience, you will use your financial expertise and networking capabilities to meet targets and enrich your clientele. Relationship cultivation with service partners and maximizing referral opportunities are also key aspects of this role.
Key Responsibilities:
• Advise clients with personalized financial planning solutions
• Manage and grow your diversified client portfolio
• Collaborate with service partners to maximize business opportunities
Requirements:
• Financial Planning Designation (IPF) required
• Mutual Funds Licence (IFIC or CSC) essential
• At least 3 yea...