Job Description
Enhance your career as a Financial Planner with RBC in Kingston, Canada. Build lasting relationships with mass affluent clients, offering tailored financial advice and planning expertise.
This full-time opportunity focuses on managing a robust client portfolio while driving growth through strategic investment and banking solutions. As a Financial Planner, your role requires a strong financial planning designation, with a minimum of three years of experience in a financial institution. Your networking skills and commitment to superior client service will be essential as you cultivate relationships and achieve performance targets.
Key Responsibilities:
• Provide personalized financial planning and advice to clients
• Acquire new clients and consolidate existing RBC portfolios
• Maintain and grow client relationships through value management
• Develop referral networks with service partners and local markets
Requirements:
...
This full-time opportunity focuses on managing a robust client portfolio while driving growth through strategic investment and banking solutions. As a Financial Planner, your role requires a strong financial planning designation, with a minimum of three years of experience in a financial institution. Your networking skills and commitment to superior client service will be essential as you cultivate relationships and achieve performance targets.
Key Responsibilities:
• Provide personalized financial planning and advice to clients
• Acquire new clients and consolidate existing RBC portfolios
• Maintain and grow client relationships through value management
• Develop referral networks with service partners and local markets
Requirements:
...