Job Description
Transform financial planning as a Full-Time Financial Planner with RBC in North Grenville, Canada. Design custom investment solutions for clients while leveraging a strong support network.
This role requires a Financial Planning Designation (PFP or CFP) and emphasizes your ability to acquire and nurture client relationships. You will deliver exceptional financial planning advice using a rich array of proprietary and third-party solutions. Position yourself for success as you collaborate with internal teams to better serve client needs.
Key Responsibilities:
• Deliver personalized financial planning solutions
• Develop and consolidate RBC client relationships
• Foster business referrals through effective networking
• Coordinate with RBC team members for client support
• Utilize industry-leading investment product offerings
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (I...
This role requires a Financial Planning Designation (PFP or CFP) and emphasizes your ability to acquire and nurture client relationships. You will deliver exceptional financial planning advice using a rich array of proprietary and third-party solutions. Position yourself for success as you collaborate with internal teams to better serve client needs.
Key Responsibilities:
• Deliver personalized financial planning solutions
• Develop and consolidate RBC client relationships
• Foster business referrals through effective networking
• Coordinate with RBC team members for client support
• Utilize industry-leading investment product offerings
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (I...