Senior Financial Planner at RBC

Location: Quebec

Elevate your career as a Senior Financial Planner with RBC in Québec, managing mass affluent clients. Provide tailored financial solutions and build lasting relationships through expert planning and advisory services.

In this full-time position, you will grow your portfolio of mass affluent clients. By utilizing your Financial Planning Designation and Mutual Funds License, you will offer tailored advice that meets each client's unique needs. Your ability to establish strong client relationships is crucial for achieving performance targets and expanding referrals.

Key Responsibilities:

• Provide custom financial planning advice for clients

• Maintain and grow a portfolio with relationship management

• Cultivate relationships with local service partners for referrals

Requirements:

• Financial Planning Designation (IPF) required

• Mutual Funds License (IFIC or CSC) necessary

• Minimum 3 years of financial planning experience

• Proven skills in networking and client acquisition

• Ability to develop a strong referral network

Use your expertise to deliver world-class advice and help clients achieve their financial goals with RBC in Québec.
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