RBC
Financial Planner Role at RBC
Job Description
Join RBC as a Financial Planner in Truro, where you will provide tailored financial solutions for clients. Leverage your expertise and drive to help clients secure their financial futures.
In this full-time position at RBC, you will be responsible for managing affluent client portfolios, forging trust-based relationships, and offering unparalleled financial planning advice. You will utilize an extensive range of investment, credit, and banking solutions to help clients meet their financial objectives while achieving your performance targets.
Key Responsibilities:
• Deliver personalized financial planning advice to clients
• Actively grow your client portfolio in local markets
• Develop strong partnerships to generate referrals
Requirements:
• Financial Planning Designation (PFP®, QAFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 3 years of experience in financial planning
• Strong networking and client acquisition capabilities
• Ability to...
In this full-time position at RBC, you will be responsible for managing affluent client portfolios, forging trust-based relationships, and offering unparalleled financial planning advice. You will utilize an extensive range of investment, credit, and banking solutions to help clients meet their financial objectives while achieving your performance targets.
Key Responsibilities:
• Deliver personalized financial planning advice to clients
• Actively grow your client portfolio in local markets
• Develop strong partnerships to generate referrals
Requirements:
• Financial Planning Designation (PFP®, QAFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• At least 3 years of experience in financial planning
• Strong networking and client acquisition capabilities
• Ability to...