Deliver world-class financial advice in Beloeil with RBC, combining investment planning expertise, relationship development, and English-French bilingual service. Help clients pursue long-term goals.
This full-time Financial Planner role serves mass affluent clients through tailor-made planning and ongoing comprehensive reviews. Recommend RBC investment, credit, and everyday banking solutions based on client circumstances. Cultivate referral relationships with service partners and local markets while maintaining a client-focused approach to performance targets.
Responsabilités clés:

Create tailor-made financial plans for client objectives
Recommend investment, credit, and everyday banking solutions
Provide ongoing comprehensive client reviews
Cultivate service partner and local market relationships
Expand client portfolios using value-based practices
Exigences:

IPF Financial Planning Designation
IFIC or CSC Mutual Funds License
Three or more years in financial planning
Proven networking and client acquisition skills
Regular service for English and French-speaking clients
Use bilingual communication, investment solutions, and financial planning expertise to deliver trusted RBC advice and grow client relationships.

#J-18808-Ljbffr

Bilingual Investment Planning Advisor