Become a Financial Planner at RBC in Rosemère, Canada, and manage a diverse portfolio of mass affluent clients. Your role involves offering comprehensive financial planning advice to help clients realize their long-term ambitions.
In this full-time role, you will utilize your extensive knowledge to deliver exceptional client service, cultivating enduring relationships through tailored advice and strategic planning. Engaging with local markets and service partners will enhance business opportunities and client referrals while meeting and exceeding performance targets.
Key Responsibilities:
• Provide bespoke financial planning advice
• Grow and manage a portfolio of affluent clients
• Collaborate with local service partners for referrals
Requirements:
• Financial Planning Designation (IPF) is essential
• Minimum of 3 years in financial planning required
• Mutual Funds License (IFIC or CSC) needed
• Strong networking and client acquisition capabilities
• B...