RBC is seeking a Senior Financial Planner in Saskatoon to provide expert financial advice to mass affluent clients. Leverage your planning skills to foster robust 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.
📌 Senior Financial Planning Position at RBC (Saskatoon)
🏢 RBC
📍 Saskatoon
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.