Senior Financial Planner at RBC (Brossard)

Elevate your career as a Senior Financial Planner with RBC in Brossard, Canada. Manage and grow a portfolio of mass affluent clients while providing tailored financial planning advice. In this role, you will leverage your Financial Planning Designation and a minimum of three years’ experience in financial planning to build lasting client relationships.

Your expertise in holistic financial planning and proven networking skills will help you achieve performance targets and expand your client portfolio. The position involves actively nurturing relationships with service partners for optimal business 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 and solutions to help clients achieve their long-term financial goals at RBC

Requir...