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 recent-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