Financial Planner Role at RBC Brossard

Shape your future as a Financial Planner with RBC in Brossard, Canada. Provide personalized financial advice while cultivating a portfolio of high-net-worth clients.
This Senior Financial Planner role at RBC demands your Financial Planning Designation and a minimum of three years' experience. You will play a pivotal role in delivering tailored financial strategies and expanding your network to achieve business targets. Building strong relationships with service partners will enhance your ability to seize optimal growth opportunities.
Key Responsibilities:
• Deliver personalized financial planning advice to clients
• Maintain and expand your client portfolio effectively
• Build relationships with service partners for business growth
• Provide world-class advice to help clients achieve their long-term financial goals
Requirements:
• Financial Planning Designation (IPF) required
• Mutual Funds Licence (IFIC or CSC) essential
• Minimum 3 years of financial pla...