Drive client success as a Financial Planner with RBC in Laval, Canada. Your role will involve managing a portfolio of affluent clients while providing tailored financial advice.
As an RBC Financial Planner, you will establish enduring client relationships through top-notch financial planning services. Your ability to meet performance targets and build a robust referral network is crucial. Fluent communication in both English and French is a must for this role.
Key Responsibilities:
• Offer personalized financial advice to reach client goals
• Grow and maintain your portfolio of clients
• Establish connections with service partners for business growth
Requirements:
• Financial Planning Designation (IPF) essential
• Must have a Mutual Funds License (IFIC or CSC)
• At least 3 years’ experience in financial planning
• Demonstrated networking capabilities for client acquisition
• Bilingual in English and French required
Deliver expert financial strategies...