RBC Financial Planner & Relationship Builder
R
RBC
📍 saskatoon, division no. 11, Canada
Job Description
Become an RBC Financial Planner and nurture mass affluent client relationships while providing expert financial advice. This role supports comprehensive financial planning aligned with client goals.
In this dynamic position, you will leverage your Financial Planning Designation and experience to deliver personalized advice that helps clients achieve long-term goals. You will actively maintain and grow your portfolio while collaborating with local markets to capitalize on networking opportunities and referrals.
Key Responsibilities:
• Provide customized financial planning tailored to each client
• Maintain and expand your affluent client portfolio
• Cultivate collaborative relationships with service partners
• Achieve performance targets through effective management practices
• Utilize diverse banking solutions to support client objectives
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
•...
In this dynamic position, you will leverage your Financial Planning Designation and experience to deliver personalized advice that helps clients achieve long-term goals. You will actively maintain and grow your portfolio while collaborating with local markets to capitalize on networking opportunities and referrals.
Key Responsibilities:
• Provide customized financial planning tailored to each client
• Maintain and expand your affluent client portfolio
• Cultivate collaborative relationships with service partners
• Achieve performance targets through effective management practices
• Utilize diverse banking solutions to support client objectives
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
•...