Job Description
Elevate your career as an RBC Financial Planner supporting clients in Truro and Elmsdale. Provide exceptional financial advice and planning to help clients achieve their long-term goals.
RBC is seeking a Financial Planner dedicated to managing a portfolio of mass affluent clients. With your financial planning expertise, you will conduct comprehensive reviews and build long-lasting client relationships. Your proactive attitude toward achieving targets will empower you to deliver world-class financial advice and solutions.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Expand and maintain your client portfolio effectively
• Cultivate local relationships to optimize referrals
Requirements:
• Financial Planning Designation (PFP®, QAFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ financial planning experience
• Proven networking and client acquisition skills
• Ability to develop a strong referral netwo...
RBC is seeking a Financial Planner dedicated to managing a portfolio of mass affluent clients. With your financial planning expertise, you will conduct comprehensive reviews and build long-lasting client relationships. Your proactive attitude toward achieving targets will empower you to deliver world-class financial advice and solutions.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Expand and maintain your client portfolio effectively
• Cultivate local relationships to optimize referrals
Requirements:
• Financial Planning Designation (PFP®, QAFP®, or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ financial planning experience
• Proven networking and client acquisition skills
• Ability to develop a strong referral netwo...