Job Description
Transform financial futures as an RBC Financial Planner for mass affluent clients. You'll provide expert financial planning, personalized advice, and innovative solutions while fostering long-term client relationships.
As a Financial Planner at RBC, you’ll manage a diverse portfolio while offering tailored financial solutions. With a focus on holistic planning, you will engage clients using our extensive investment and banking services. Your track record in networking and relationship management will enhance your success in meeting targets and cultivating connections.
Key Responsibilities:
• Deliver customized financial planning advice to clients
• Grow and maintain your client portfolio effectively
• Manage relationships with service partners and local markets
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of financial planning experience
• Proven networking and client acqui...
As a Financial Planner at RBC, you’ll manage a diverse portfolio while offering tailored financial solutions. With a focus on holistic planning, you will engage clients using our extensive investment and banking services. Your track record in networking and relationship management will enhance your success in meeting targets and cultivating connections.
Key Responsibilities:
• Deliver customized financial planning advice to clients
• Grow and maintain your client portfolio effectively
• Manage relationships with service partners and local markets
Requirements:
• Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of financial planning experience
• Proven networking and client acqui...
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