RBC
Financial Planner at RBC Surrey
Job Description
Advance your financial career with RBC in Surrey, Canada, as a Financial Planner. Manage a mass affluent client portfolio while delivering customized financial planning services.
In this Financial Planner role, you will utilize your expertise to foster and sustain client relationships. You'll focus on comprehensive financial planning and employ a value-based management approach to achieve performance targets. Strong networking skills and a commitment to client success are essential for succeeding in this position.
Key Responsibilities:
• Offer tailored financial planning advice based on client goals
• Grow your portfolio through proactive client engagement
• Collaborate with service partners for enhanced referrals
Requirements:
• Must have a Financial Planning Designation (PFP®, QAFP™, CFP®)
• Valid Mutual Funds License (IFIC or CSC)
• At least 3 years of experience in financial planning
• Exceptional networking and client acquisition skills
• Proven tr...
In this Financial Planner role, you will utilize your expertise to foster and sustain client relationships. You'll focus on comprehensive financial planning and employ a value-based management approach to achieve performance targets. Strong networking skills and a commitment to client success are essential for succeeding in this position.
Key Responsibilities:
• Offer tailored financial planning advice based on client goals
• Grow your portfolio through proactive client engagement
• Collaborate with service partners for enhanced referrals
Requirements:
• Must have a Financial Planning Designation (PFP®, QAFP™, CFP®)
• Valid Mutual Funds License (IFIC or CSC)
• At least 3 years of experience in financial planning
• Exceptional networking and client acquisition skills
• Proven tr...