Found Description
Elevate your career at RBC as a Financial Planner in Saskatoon. Utilize your financial planning skills to foster client relationships and achieve successful financial outcomes.
In your role as a Financial Planner with RBC, you will focus on managing a diverse portfolio of mass affluent clients. You will leverage your strong investment and credit expertise to create tailored financial plans that help clients reach their long-term goals. Your networking and relationship management skills will be essential in expanding your client base and achieving performance targets.
Key Responsibilities:
• Deliver personalized financial planning advice to clients
• Grow client portfolio through active relationship management
• Develop connections with service partners to drive referrals
Requirements:
• Financial Planning Designation (PFP, CFP, or QAFP)
• 3 years minimum experience in financial planning
• Mutual Funds License (IFIC or CSC)
• Proficiency in investment and c...
In your role as a Financial Planner with RBC, you will focus on managing a diverse portfolio of mass affluent clients. You will leverage your strong investment and credit expertise to create tailored financial plans that help clients reach their long-term goals. Your networking and relationship management skills will be essential in expanding your client base and achieving performance targets.
Key Responsibilities:
• Deliver personalized financial planning advice to clients
• Grow client portfolio through active relationship management
• Develop connections with service partners to drive referrals
Requirements:
• Financial Planning Designation (PFP, CFP, or QAFP)
• 3 years minimum experience in financial planning
• Mutual Funds License (IFIC or CSC)
• Proficiency in investment and c...