Senior Financial Planner at RBC

Location: Trois-Rivières

Join the RBC team as a Senior Financial Planner in Trois-Rivières, Quebec, and lead clients towards their financial goals. Provide expert financial advice tailored to client needs.

In this full-time role, you will utilize your financial planning expertise to manage a diverse portfolio of affluent clients. Your focus on comprehensive financial assessments and relationship-building will ensure clients receive top-tier advice. You’ll be expected to enhance your client base through value-driven networking practices and collaboration with service partners.

Key Responsibilities:

• Offer tailored financial planning and investment advice

• Manage and grow client relationships focused on success

• Develop referrals through networking within the community

• Guide clients through available banking and credit options

• Consistently meet performance targets and goals

Requirements:

• Must hold Financial Planning Designation (IPF) or be completing it

• Required Mutual Funds License (IFIC or CSC)

• Minimum of 3 years of relevant financial planning experience

• Strong networking capabilities and client acquisition

• Proven ability to cultivate a referral network

Drive financial success and cultivate meaningful client relationships as a Senior Financial Planner with RBC in Trois-Rivières.
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