Financial Planner at Royal Bank of Canada (Lower Sackville)

Financial Planner at Royal Bank of Canada (Lower Sackville)

03 Oct
|
Canada Job Bank
|
Lower Sackville

03 Oct

Canada Job Bank

Lower Sackville

Elevate your career with Royal Bank of Canada as a Financial Planner specializing in investment retirement planning in Nova Scotia. Deliver custom financial strategies and connect clients with optimal RBC solutions. This full-time role requires candidates to have a minimum of two years' experience in financial planning.

You'll acquire new clients and consolidate existing relationships while utilizing your networking skills. This position emphasizes cultivating strong partnerships and leveraging mobile applications for client engagement. Key Responsibilities:

- Acquire and consolidate current and existing RBC clients
- Connect clients with appropriate RBC team members
- Develop external business referrals through networking
- Market financial planning services to potential clients
- Utilize mobile applications for effective client interaction

Requirements:

- Minimum of 2 years of financial planning experience
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Proficient in mobile application use
- Must be 18+ and legally authorized to work in Canada

Make a significant impact in your clients' lives with tailored financial planning at Royal Bank of Canada.

📌 Financial Planner at Royal Bank of Canada (Lower Sackville)
🏢 Canada Job Bank
📍 Lower Sackville

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