- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Acquire and consolidate existing and current-to-RBC clients and assets
- Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals Requirements - Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning within a financial institution
- Strong investment and credit experience/knowledge
- Proven networking and client acquisition skills
- Ability to develop a strong referral network Core Competencies Demonstrates expertise in financial planning, client acquisition, and relationship management,



with a strong focus on achieving performance targets and optimizing business opportunities through networking and referrals. Highest-signal resume keywords - Financial Planning Designation (QAFP, PFP, CFP)
- Mutual Funds License (IFIC, CSC)
- Investment Knowledge
- Client Acquisition Skills
- Networking Skills ATS Optimization Keywords Hard Skills - Financial Planning
- Investment Strategies
- Credit Analysis
- Portfolio Management
- Performance Target Achievement Soft Skills - Relationship Management
- Communication Skills
- Networking Ability Certifications & Qualifications - Financial Planning Designation (QAFP, PFP, CFP)
- Mutual Funds License (IFIC, CSC) Industry Keywords - Financial Institution
- Client Portfolio Management
- Value-Based Relationship Management
- Referral Network Development

📌 Financial Planner, Relationship Manager (Cobourg)
🏢 Jobtailor
📍 Cobourg