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Rbc Financial Planner Rouyn-Noranda

rbc

Winnipeg, MB
RBC seeks a Financial Planner in Rouyn-Noranda to deliver holistic financial planning and tailored advice. Serve English- and French-speaking clients regularly.Manage and grow a portfolio of mass affluent clients through comprehensive reviews and ongoing services. Build long-term relationships using financial planning expertise, investment solutions, credit options, and everyday banking services. Pursue performance targets while helping clients achieve long-term goals.Key Responsibilities:
Provide tailored financial planning advice for client goalsUse investment, credit, and everyday banking solutionsMaintain and expand a mass affluent client portfolioBuild relationships with service partners and local marketsGenerate business opportunities and client referralsRequirements:
Financial Planning Designation (IPF)Mutual Funds License (IFIC or CSC)At least three years of financial planning experienceProven networking and client acquisition skillsEnglish and French bilingualism required for client serviceApply financial planning expertise, relationship management, and bilingual service to help RBC clients reach their goals.
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Vacancy posted 1 hour ago
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