Found Description
Grow your career with RBC as a Financial Planner Intern, focusing on mass affluent clients. Leverage your financial planning expertise to provide tailored advice and build lasting relationships.
This full time role at RBC involves managing and expanding your client portfolio, ensuring you meet performance targets through effective relationship management. You will offer personalized financial planning advice and utilize our comprehensive solutions to help clients achieve their goals while maintaining an ongoing service relationship.
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 acqu...