Financial Planner for Mass Affluent Clients
R
RBC
📍 saskatoon, division no. 11, Canada
Job Description
Join RBC as a Financial Planner focused on mass affluent clients in Saskatoon. Utilize your financial expertise to build relationships and achieve client goals through tailor-made planning advice.
As an RBC Financial Planner, you will manage a portfolio of clients within the Saskatoon Market. You will deliver comprehensive financial reviews, forming long-term relationships through your expertise and superior advice. Your role centers on helping clients reach their financial objectives while expanding your portfolio through value-based relationship management.
Key Responsibilities:
• Provide customized financial planning and advice tailored to clients
• Actively manage and grow a client portfolio to meet performance targets
• Cultivate relationships with local markets and service partners
Requirements:
• Financial Planning Designation (PFP, CFP, or QAFP)
• Minimum 3 years’ financial planning experience in a financial i...
As an RBC Financial Planner, you will manage a portfolio of clients within the Saskatoon Market. You will deliver comprehensive financial reviews, forming long-term relationships through your expertise and superior advice. Your role centers on helping clients reach their financial objectives while expanding your portfolio through value-based relationship management.
Key Responsibilities:
• Provide customized financial planning and advice tailored to clients
• Actively manage and grow a client portfolio to meet performance targets
• Cultivate relationships with local markets and service partners
Requirements:
• Financial Planning Designation (PFP, CFP, or QAFP)
• Minimum 3 years’ financial planning experience in a financial i...