Job Description
Transform your career with RBC as a Financial Planner in Rosemère, Canada. Engage mass affluent clients and provide tailored financial planning solutions that align with their aspirations.
This full-time role involves managing and growing a dedicated client portfolio. Your focus will be on delivering exceptional financial advice, maintaining relationships through value-driven practices, and fostering local partnerships for client referrals. Meeting targets is essential for contributing towards world-class solutions in banking.
Key Responsibilities:
• Deliver customized financial planning guidance to clients
• Maintain and expand a portfolio of mass affluent clients
• Cultivate relationships with local service partners and markets
Requirements:
• Financial Planning Designation (IPF) required
• Minimum 3 years’ financial planning experience
• Mutual Funds License (IFIC or CSC) essential
• Proven client acqui...
This full-time role involves managing and growing a dedicated client portfolio. Your focus will be on delivering exceptional financial advice, maintaining relationships through value-driven practices, and fostering local partnerships for client referrals. Meeting targets is essential for contributing towards world-class solutions in banking.
Key Responsibilities:
• Deliver customized financial planning guidance to clients
• Maintain and expand a portfolio of mass affluent clients
• Cultivate relationships with local service partners and markets
Requirements:
• Financial Planning Designation (IPF) required
• Minimum 3 years’ financial planning experience
• Mutual Funds License (IFIC or CSC) essential
• Proven client acqui...