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 robust relationships with partners
Join RBC and enhance your career while delivering world-class financial planning services to your clients.
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📌 Senior Financial Planning Position at RBC (Saskatoon)
🏢 RBC
📍 Saskatoon