Opportunity Description
Elevate your career as a Financial Planner with RBC in Laval, Canada, where you'll provide personalized investment solutions for clients. Join a high-performing team focused on achieving long-term financial success.
As an RBC Financial Planner, you will build relationships and create tailored financial plans for both prospective and existing clients. You'll leverage internal referrals and your networking capabilities to drive investment growth. Your dedication to delivering world-class advice will help clients reach their financial objectives.
Key Responsibilities:
• Develop customized financial planning and investment strategies
• Acquire new clients and consolidate existing relationships
• Connect clients with appropriate RBC team members
• Build external referral sources through networking
Requirements:
• Financial Planning Designation (IPF) or in progress
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Stron...
As an RBC Financial Planner, you will build relationships and create tailored financial plans for both prospective and existing clients. You'll leverage internal referrals and your networking capabilities to drive investment growth. Your dedication to delivering world-class advice will help clients reach their financial objectives.
Key Responsibilities:
• Develop customized financial planning and investment strategies
• Acquire new clients and consolidate existing relationships
• Connect clients with appropriate RBC team members
• Build external referral sources through networking
Requirements:
• Financial Planning Designation (IPF) or in progress
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Stron...
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