Found Description
Transform your career as a Financial Planner at RBC in Rosemère, Canada, specializing in mass affluent clientele. Deliver personalized financial advice and foster long-lasting client relationships.
In this full-time position, you'll leverage your financial planning expertise to manage a diverse portfolio of affluent clients. Your role focuses on providing tailored advice, engaging with local markets, and ensuring exceptional client service. Build strategic partnerships to enhance client referrals and achieve performance goals.
Key Responsibilities: • Provide bespoke financial planning advice to clients • Grow and manage a diverse portfolio of affluent clients • Collaborate with local service partners for referrals
Requirements: • Financial Planning Designation (IPF) required • Minimum of 3 years in financial planning essential • Mutual Funds License (IFIC or CSC) necessary • Strong networking and client acquisition capabilities • Bilingual in English and Fren...
In this full-time position, you'll leverage your financial planning expertise to manage a diverse portfolio of affluent clients. Your role focuses on providing tailored advice, engaging with local markets, and ensuring exceptional client service. Build strategic partnerships to enhance client referrals and achieve performance goals.
Key Responsibilities: • Provide bespoke financial planning advice to clients • Grow and manage a diverse portfolio of affluent clients • Collaborate with local service partners for referrals
Requirements: • Financial Planning Designation (IPF) required • Minimum of 3 years in financial planning essential • Mutual Funds License (IFIC or CSC) necessary • Strong networking and client acquisition capabilities • Bilingual in English and Fren...