Join RBC as a Financial Planner in Montréal, focusing on providing exceptional financial advice to mass-affluent clients and building meaningful relationships.
RBC is looking for an ambitious Financial Planner with a strong background in financial planning and client management. In this full-time capacity, you will conduct thorough reviews of client circumstances and develop tailored strategies to assist them in achieving their long-term financial goals. Proven expertise in networking is essential as you will expand your client base while collaborating with service partners and local markets.
Key Responsibilities:
• Provide tailored financial advice aligning with clients' goals
• Enhance client portfolio through effective management practices
• Build relationships with local partners for referral generation
Requirements:
• Financial Planning Designation (IPF) is a must
• Mutual Funds License (IFIC or CSC) needed
• Minimum of 3 years in financial planning requ...