Job Description
Join RBC as a Financial Planner focusing on mass affluent clientele. Drive growth through strategic relationship management and tailored financial guidance to help clients meet their financial ambitions.
In this Financial Planner role at RBC, you'll leverage your experience and financial planning designation to manage a portfolio dedicated to affluent clients. With over three years in the financial planning industry, you will deliver personalized advice, expand your client base, and develop powerful referral networks to facilitate client success.
Key Responsibilities:
• Tailor financial planning solutions for client goals
• Acquire and manage existing and new RBC clients
• Expand your portfolio through relationship management
• Cultivate local market relationships for referrals
• Meet performance targets through diligent client care
Requirements:
• Certified Financial Planner (QAFP, PFP or CFP)
• Mutual Funds Licence required (IFIC or CSC)
• 3+ years of...
In this Financial Planner role at RBC, you'll leverage your experience and financial planning designation to manage a portfolio dedicated to affluent clients. With over three years in the financial planning industry, you will deliver personalized advice, expand your client base, and develop powerful referral networks to facilitate client success.
Key Responsibilities:
• Tailor financial planning solutions for client goals
• Acquire and manage existing and new RBC clients
• Expand your portfolio through relationship management
• Cultivate local market relationships for referrals
• Meet performance targets through diligent client care
Requirements:
• Certified Financial Planner (QAFP, PFP or CFP)
• Mutual Funds Licence required (IFIC or CSC)
• 3+ years of...