RBC is seeking a Senior Financial Planner in Saskatoon to provide expert financial advice to mass affluent clients. Leverage your planning skills to foster solid 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 (Winnipeg)
🏢 RBC
📍 Winnipeg
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