Grow and manage a portfolio of affluent clients as an RBC Financial Planner in Georgina. Deliver exceptional financial advice and foster long-term relationships through a holistic approach to financial planning.
In this full-time role, you will leverage your Financial Planning Designation to provide tailored solutions. Your expertise will support clients in achieving their long-term goals while actively expanding your client portfolio. Building robust partnerships within local markets enhances your business opportunities and client referrals.
Key Responsibilities: • Provide tailored financial planning advice for client goals • Expand and maintain a portfolio utilizing value-based management • Cultivate relationships with service partners for referrals
Requirements: • Financial Planning Designation (QAFP, PFP or CFP) • Mutual Funds License (IFIC or CSC) • Minimum of 3 years in financial planning • Strong networking and client acquisition skills • Ability to build and maintain partner relationships
Enhance your financial expertise and achieve client success with RBC's energetic team in Georgina. #J-18808-Ljbffr