Enhance your career as a Financial Planner with RBC in Toronto, Canada, serving mass affluent clients. Foster long-term relationships through superior financial advice and planning expertise.
In this full-time role, you will grow and manage a diverse portfolio while conducting comprehensive financial reviews. Your goal is to provide clients with tailored advice, leveraging a comprehensive suite of investment and banking solutions. Cultivate partnerships with local markets, aligning with service providers to optimize referrals and business opportunities.
Key Responsibilities: • Provide personalized financial planning advice to clients • Grow and maintain a portfolio through value-based management • Build solid relationships with service partners for business growth
Requirements: • Proficiency in Hindi and/or Urdu • Financial Planning Designation (QAFP, PFP, or CFP) • Mutual Funds License (IFIC or CSC) • At least 3 years of financial planning experience • Proven financial acumen and relationship management skills
Leverage your expertise in financial planning and client relationship management to make a significant impact at RBC. #J-18808-Ljbffr
📌 RBC Financial Planner in Toronto (Winnipeg)
🏢 RBC
📍 Winnipeg