Job Description
Enhance your financial planning career with RBC as a Financial Planner Intern. Cater to mass affluent clients while leveraging your skills in comprehensive financial advice and portfolio management.
As an intern, you'll engage with clients, providing tailored financial advice that meets their long-term goals. Your focus will be on growing and maintaining a robust portfolio through effective relationship management and collaboration with service partners. This position allows you to gain valuable experience while using a variety of investment and banking solutions.
Key Responsibilities:
• Deliver tailor-made financial planning advice to clients
• Grow and maintain a portfolio through relationship management
• Collaborate with service partners for business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Strong client acquisition and rela...
As an intern, you'll engage with clients, providing tailored financial advice that meets their long-term goals. Your focus will be on growing and maintaining a robust portfolio through effective relationship management and collaboration with service partners. This position allows you to gain valuable experience while using a variety of investment and banking solutions.
Key Responsibilities:
• Deliver tailor-made financial planning advice to clients
• Grow and maintain a portfolio through relationship management
• Collaborate with service partners for business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Strong client acquisition and rela...