Financial Planner Mass Affluent Clients

Position: Financial Planner for Mass Affluent Clients
Elevate your career as a Financial Planner at RBC, focusing on managing and growing a portfolio of mass affluent clients. Leverage your expertise in financial planning to build lasting relationships and help clients achieve their goals.

In this full-time role at RBC, you will serve as a trusted advisor, providing tailor-made financial planning solutions and ensuring clients receive comprehensive reviews of their financial circumstances. You will cultivate relationships with partners and expand your client portfolio using value-based management practices to meet performance targets.

Key Responsibilities:

• Provide tailored financial planning advice to clients

• Maintain and expand client portfolios to meet targets

• Develop strong relationships with service partners

• Utilize investment and banking solutions for clients

• Engage in community networking for business opportunities

Requirements:

• Financial Planning Designation (IPF)

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years' financial planning experience

• Proven networking and acquisition skills

• Bilingual in English and French required

Bring your passion for holistic financial planning and relationship building to RBC in Longueuil.
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