Job Description
Join RBC as a Financial Planner at our Yarmouth branch and help clients reach their financial goals. You will provide tailored advice and solidify long-term relationships.
In this full-time role, you will manage and develop a portfolio of mass affluent clients by delivering personalized financial planning. Your energy and expertise in financial services will allow you to achieve performance targets while optimizing business opportunities. You'll form valuable connections with service partners and local markets to enhance referral networks.
Key Responsibilities:
• Offer tailor-made financial advice using a variety of solutions
• Actively expand and maintain your portfolio of clients
• Cultivate strong relationships for maximizing business referrals
• Achieve performance targets through effective relationship management
• Provide ongoing comprehensive reviews of client financial needs
Requirements:
• Financial Planning Designation (PFP®, QAFP® or CFP®) or near ...
In this full-time role, you will manage and develop a portfolio of mass affluent clients by delivering personalized financial planning. Your energy and expertise in financial services will allow you to achieve performance targets while optimizing business opportunities. You'll form valuable connections with service partners and local markets to enhance referral networks.
Key Responsibilities:
• Offer tailor-made financial advice using a variety of solutions
• Actively expand and maintain your portfolio of clients
• Cultivate strong relationships for maximizing business referrals
• Achieve performance targets through effective relationship management
• Provide ongoing comprehensive reviews of client financial needs
Requirements:
• Financial Planning Designation (PFP®, QAFP® or CFP®) or near ...