Financial Planner at RBC Trois-Rivières

Drive client success as a Financial Planner with RBC in Trois-Rivières, Canada. Leverage your financial acumen to cultivate long-term relationships while providing tailored financial advice.
As a Financial Planner, you'll manage a portfolio of mass affluent clients in a full-time capacity. Your expertise in financial planning will be crucial as you deliver personalized advice and connect clients to a range of banking solutions. With a strong focus on relationship management and networking, you'll achieve performance targets while expanding your client base.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Maintain and grow your client portfolio strategically
• Build relationships with service partners for referrals
Requirements:
• Financial Planning Designation (IPF) or in progress
• Mutual Funds License (IFIC or CSC) required
• Minimum 3 years’ financial planning experience
• Proven ability in client acquisition and networ...