Financial Planner RBC

Elevate your financial advisory career with RBC as a Financial Planner in Laval, Canada. Manage affluent clients and deliver tailored financial planning solutions while meeting your goals.

As an RBC Financial Planner, you will oversee a portfolio of clients, providing comprehensive reviews of their financial situations. This full-time role emphasizes relationship management, and your expertise will help clients reach their long-term goals. You will build successful connections and leverage a wide range of banking solutions tailored to client needs.

Key Responsibilities:

• Provide personalized financial planning advice tailored to client goals

• Actively manage and expand your client portfolio using relationship practices

• Develop strong partnerships with service providers to optimize referrals

Requirements:

• Financial Planning Designation (IPF)

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years of financial planning experience

• Proven client acquisition and networking skills

• Bilingualism in English and French is required

Bring your financial planning expertise and client-focused mindset to RBC in Laval.
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