Financial Planner Relationship
On-site · Trois-Rivières, Quebec, Canada
Job Summary
As an RBC Financial Planner, you will manage and grow a portfolio of mass affluent clients, providing tailor-made financial planning advice and using a wide array of investment and banking solutions. The role requires a Financial Planning Designation and a Mutual Funds License, alongside a minimum of 3 years’ experience in the field. Strong networking and client acquisition skills are essential. The position offers unlimited earning potential with full benefits, as well as a world-class training program.
Required Qualifications
- Must-have Financial Planning Designation (IPF) or in the process of completion
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
Desired Qualifications
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
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