Elevate your career with RBC as a Financial Planner in Cobourg, Canada. Manage a portfolio of mass affluent clients while providing expert financial planning advice and services.
As a Financial Planner at RBC, you will utilize your financial planning designation and strong investment knowledge to build lasting relationships with clients. This full-time role involves acquiring new clients and consolidating existing ones while meeting performance targets and using value-based relationship management practices. Your goal will be to help clients achieve long-term financial success through tailored advice and solutions.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Acquire and integrate new clients into your portfolio
• Maintain and expand client relationships to meet targets
• Cultivate partnerships for business referrals
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
...