Analyste financier soutenant la contrôleure d’un éditeur de logiciels. Analyse des revenus, rapprochements, clôtures mensuelles et conformité IFRS.
About the role
- Financial Planner managing mass-affluent portfolios for RBC, a Canadian bank. Providing holistic planning, investment, credit, and banking advice while growing client relationships.
Responsibilities
- Manage and grow a portfolio of mass affluent clients
- Provide ongoing comprehensive reviews of clients’ financial circumstances
- Build long-term relationships through financial advice, financial planning expertise, and ongoing services
- Provide tailor-made financial planning advice to help clients reach their goals
- Use investment, credit, and everyday banking solutions
- Maintain and expand the client portfolio using value-based relationship management practices
- Achieve performance targets
- Cultivate relationships with service partners and local markets
- Optimize business opportunities and referrals
Requirements
- Financial Planning Designation (IPF)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Bilingualism (English and French) required
- Must regularly serve clients with English- and French-speaking needs
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- A world-class training program in financial services
- Flexible work/life balance options
- Work with a dynamic, collaborative, progressive, and high-performing team
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