Found Description
Elevate your financial career with RBC as a Financial Planner Intern dedicated to mass affluent clients. Use your expertise to foster relationships and provide tailored financial planning.
As a full-time Financial Planner Intern at RBC, you will focus on managing and expanding your client portfolio. This role emphasizes meeting performance targets while ensuring clients receive personalized financial planning advice using our comprehensive solutions. Building lasting relationships is key to helping clients succeed.
Key Responsibilities:
• Provide customized financial planning advice for clients
• Actively grow and maintain your client portfolio
• Cultivate relationships with service partners for referrals
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of experience in financial planning
• Solid client acquisition and networking skill...
As a full-time Financial Planner Intern at RBC, you will focus on managing and expanding your client portfolio. This role emphasizes meeting performance targets while ensuring clients receive personalized financial planning advice using our comprehensive solutions. Building lasting relationships is key to helping clients succeed.
Key Responsibilities:
• Provide customized financial planning advice for clients
• Actively grow and maintain your client portfolio
• Cultivate relationships with service partners for referrals
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of experience in financial planning
• Solid client acquisition and networking skill...