Senior Financial Planner at RBC

Join the RBC team as a Senior Financial Planner in Trois-Rivières, Quebec, and lead clients towards their financial goals. Provide expert financial advice tailored to client needs.
In this full-time role, you will utilize your financial planning expertise to manage a diverse portfolio of affluent clients. Your focus on comprehensive financial assessments and relationship-building will ensure clients receive top-tier advice. You’ll be expected to enhance your client base through value-driven networking practices and collaboration with service partners.
Key Responsibilities:
• Offer tailored financial planning and investment advice
• Manage and grow client relationships focused on success
• Develop referrals through networking within the community
• Guide clients through available banking and credit options
• Consistently meet performance targets and goals
Requirements:
• Must hold Financial Planning Designation (IPF) or be completing it
• Required Mutual Fu...