RBC is seeking a Senior Financial Planner in Saskatoon to provide expert financial advice to mass affluent clients. Leverage your planning skills to foster strong client relationships and achieve performance goals.
In this full time role, you will utilize your financial planning expertise to conduct comprehensive reviews and offer tailored advice. Your commitment to relationship management and ability to create a market presence will be vital to your success. Work collaboratively with partners to drive business growth and enhance client satisfaction.
Key Responsibilities:
• Provide tailored financial planning solutions to clients
• Maintain and expand an active client portfolio
• Optimize referrals through effective relationship cultivation
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of relevant experience
• Demonstrated networking and acquisition skills
• Ability to build strong relationships with partners
Join RBC and enhance your career while delivering world-class financial planning services to your clients.
#J-18808-Ljbffr
📌 Senior Financial Planning Position at RBC (Saskatchewan)
🏢 RBC
📍 Saskatchewan
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.