RBC Financial Planner in Laval

Elevate your career with RBC as a Financial Planner in Laval, Canada. Manage a portfolio of mass affluent clients while providing tailored financial advice and solutions.
As an RBC Financial Planner, you will nurture long-term client relationships through expert financial planning and analysis. With a focus on achieving performance targets, you will maintain and expand your client portfolio. This role requires bilingualism in English and French, as well as networking capabilities to maximize business opportunities.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Expand your client portfolio through relationship management
• Cultivate partnerships to enhance business referrals
Requirements:
• Financial Planning Designation (IPF) required
• Mutual Funds License (IFIC or CSC) necessary
• Minimum 3 years’ experience in financial planning
• Proven client acquisition and networking skills
• Bilingual (English and French)
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