Elevate your career with RBC as a Financial Planner, specializing in relationship management for affluent clients. Harness your financial expertise to offer bespoke solutions and help clients achieve their long-term objectives.
In this full-time role, you will provide tailored financial planning advice and develop strong relationships with clients. Your primary focus will be on acquiring and consolidating a portfolio while utilizing RBC’s extensive range of investment and banking services. You will work closely with service partners to create business opportunities and referrals while meeting performance targets.
Key Responsibilities:
• Provide customized financial planning advice for clients
• Acquire new and existing clients for portfolio growth
• Actively expand your client base through relationship management
• Collaborate with partners to drive business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds Licens...