Now hiring

Financial Planner Relationship @ RBC

MONTRÉAL, Quebec, CanadaOnsiteFull-timePosted 3 days ago

Opens on the employer's site

About this role

Embrace the role of a Financial Planner and manage a portfolio of mass affluent clients in Montréal. Use your financial planning expertise and bilingual skills to deliver tailored advice, build lasting relationships, and help clients achieve their long-term goals. Grow your career with a world-class financial institution committed to your success.. Category: Customer Service | Client Advice | Sales

Skills

financial planningbilingual communication (english and french)portfolio managementclient acquisitionrelationship managementbusiness developmentnetworkingreferral network developmentclient servicelong term planning

Ready to apply?

Install the ResuMinder extension and we'll auto-fill the application in seconds — no rewriting.

See how your CV scores — free
Financial Planner Relationship at RBC | ResuMinder Jobs