RBC Financial Planning - Québec
Core
Manage and grow a portfolio of mass affluent clients by providing comprehensive financial planning advice and custom investment solutions.
Role type
Financial Planner (Mass Affluent / Investment & Retirement)
Builds
Long-term client relationships and custom investment portfolios
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Financial Planning Designation (IPF), Mutual Funds License (IFIC or CSC), client acquisition, networking, bilingualism (English/French)
Preferred skills
Long term planning, business development
Responsibilities
Provide tailor-made financial planning advice, maintain and expand client portfolio, cultivate relationships with service partners, acquire new clients
Seniority
Mid-level (2-3+ years experience)
