As a Financial Planner and Client Advisor at RBC, provide bespoke financial solutions and investment strategies to help clients reach their financial objectives. Focus on relationship management and client acquisition. RBC is looking for a dedicated qualified to join its financial planning team. With your Financial Planning Designation and a minimum of three years of relevant experience, you'll offer tailored advisory services to clients.
Your role will include expanding your portfolio through proactive client management and influential networking. Key Responsibilities:
Offer expert financial planning tailored to client needs
Acquire recent clients and consolidate existing portfolios
Maintain solid relationships with service partners
Leverage networking for business optimization
Achieve set performance targets through relationship management Requirements:
QAFP, PFP, or CFP Financial Planning Designation
Mutual Funds License (IFIC or CSC)
Three years of experience in financial planning
Solid investment knowledge and credit analysis skills
Proven record of client acquisition and networking Use your financial acumen and relationship-building expertise to thrive at RBC and make a significant impact.