Job Description
Elevate your career as an Experienced Financial Planner with RBC, assisting mass affluent clients. Provide world-class financial advice and create lasting partnerships through superior service and planning.
In this role, you'll be integral to growing and managing client portfolios by offering personalized financial planning. Utilizing your strong financial acumen, you’ll help clients reach their financial objectives through our comprehensive investment and banking resources. Your ability to network and build relationships will play a crucial role in opening new business opportunities.
Key Responsibilities:
• Develop tailor-made financial strategies for clients
• Actively manage and expand client portfolios
• Collaborate with service partners to enhance client value
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years of experience in financial planning
• Proven skills in client ac...
In this role, you'll be integral to growing and managing client portfolios by offering personalized financial planning. Utilizing your strong financial acumen, you’ll help clients reach their financial objectives through our comprehensive investment and banking resources. Your ability to network and build relationships will play a crucial role in opening new business opportunities.
Key Responsibilities:
• Develop tailor-made financial strategies for clients
• Actively manage and expand client portfolios
• Collaborate with service partners to enhance client value
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years of experience in financial planning
• Proven skills in client ac...