Serve bilingual RBC clients in Rouyn-Noranda through holistic financial planning, relationship management, and tailored investment advice. Full-time work supports ongoing client relationships.
As an RBC Financial Planner, manage and grow a mass affluent client portfolio. Provide comprehensive reviews of financial circumstances while building long-term relationships through advice, planning expertise, and ongoing services. Help clients pursue long-term goals using RBC solutions.
Key Responsibilities:
- Provide tailored financial planning advice for client goals
- Use investment, credit, and everyday banking solutions
- Maintain and expand a mass affluent client portfolio
- Achieve performance targets through relationship management
- Cultivate partners and local markets for referrals
Requirements:
- Financial Planning Designation from IPF
- Mutual Funds License through IFIC or CSC
- Minimum three years of financial planning experience
- Proven networking and client acquisition skills
- Bilingual English and French communication abilities
Apply financial planning expertise, bilingual service, and relationship management to help RBC clients achieve long-term goals.
Bilingual RBC Financial Planner in Rouyn-Noranda employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
