RBC Financial Planner in Rosemère

Drive financial success for clients as an RBC Financial Planner in Rosemère, Canada. Manage a portfolio while delivering tailored financial planning services and advice.
In this full-time role, you will leverage your expertise and energy to provide comprehensive financial planning. You will cultivate long-term relationships with mass affluent clients by offering personalized investment and banking solutions. Building your portfolio and expanding client relationships through value-based practices are key to your success in this role.
Key Responsibilities:
• Provide tailored financial planning advice to clients
• Maintain and expand your portfolio through relationship management
• Cultivate connections with service partners and local markets
Requirements:
• Financial Planning Designation (IPF) required
• Must hold a Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Proven networking and client acquisition skills
• Bi...

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