Financial Planning Specialist
1 week ago
Job Opportunity
We are seeking a skilled Financial Planner to join our team in Vaudreuil-Dorion. As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing ongoing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and financial planning expertise.
Key Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals using our unparalleled array of investment, credit, and everyday banking solutions.
- Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
- Manage a book of 350 clients.
Requirements
- Financial Planning Designation (IQPF).
- Mutual Funds License (IFIC or CSC).
- Minimum 3 years' experience in financial planning.
- Proven networking and client acquisition skills.
- Ability to develop a strong referral network.
- Fluency in both French and English to serve RBC's French and English-speaking customers in this market.
What We Offer
- A dynamic, collaborative, and progressive work environment.
- Leaders who support your development with coaching and learning opportunities.
- A comfortable work environment with the ability to dress casually.
- The opportunity to make a difference and lasting impact.
- Participation in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
Job Details
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Salaried
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