Job Description
Become an RBC Financial Planner in Mississauga, where your expertise meets the needs of mass affluent clients. Drive success with tailored financial solutions and exceptional client service.
In this upcoming opportunity, you will utilize your financial planning designation and relationship management skills to build long-lasting client relationships. Your role is vital in helping clients achieve financial security through ongoing comprehensive reviews and investment strategies tailored for their needs.
Key Responsibilities:
• Provide tailored financial advice using various RBC solutions
• Grow and manage a portfolio by building client relationships
• Collaborate with local service partners to drive referrals
Requirements:
• Financial Planning designation (QAFP, PFP, or CFP)
• Mutual Funds license (IFIC or CSC)
• Minimum of 3 years in financial planning
• Proven networking and relationship management abilit...
In this upcoming opportunity, you will utilize your financial planning designation and relationship management skills to build long-lasting client relationships. Your role is vital in helping clients achieve financial security through ongoing comprehensive reviews and investment strategies tailored for their needs.
Key Responsibilities:
• Provide tailored financial advice using various RBC solutions
• Grow and manage a portfolio by building client relationships
• Collaborate with local service partners to drive referrals
Requirements:
• Financial Planning designation (QAFP, PFP, or CFP)
• Mutual Funds license (IFIC or CSC)
• Minimum of 3 years in financial planning
• Proven networking and relationship management abilit...