Job Description
Join RBC as a Financial Planner Intern, working with mass affluent clients to provide bespoke financial planning advice. Utilize your skills to foster impactful long-term relationships.
In this full-time position, you'll focus on growing and managing your client portfolio using value-based relationship practices. The role involves delivering tailored financial advice while optimizing business opportunities through effective networking and collaboration with service partners.
Key Responsibilities:
• Provide comprehensive financial planning advice to clients
• Expand and maintain relationships within your client portfolio
• Cultivate networking opportunities with local partners
Requirements:
• Financial Planning Designation is essential (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC) mandatory
• Minimum of 3 years’ experience in the financial sector
• Strong financial acumen and networking skills
• Ability to build COI relationships with partners<...
In this full-time position, you'll focus on growing and managing your client portfolio using value-based relationship practices. The role involves delivering tailored financial advice while optimizing business opportunities through effective networking and collaboration with service partners.
Key Responsibilities:
• Provide comprehensive financial planning advice to clients
• Expand and maintain relationships within your client portfolio
• Cultivate networking opportunities with local partners
Requirements:
• Financial Planning Designation is essential (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC) mandatory
• Minimum of 3 years’ experience in the financial sector
• Strong financial acumen and networking skills
• Ability to build COI relationships with partners<...