Rbc
Finance / FinServ
FinancialPlanner
“Financial Planner at Rbc. Skills: Financial Planning, Client Management, Sales. Manage and grow client portfolio. Provide comprehensive reviews”
What You'll Achieve.
Help clients achieve long-term goals; Achieve performance targets
Industry & Context.
What They're Looking For.
Must Have
Financial Planning Designation (PFP®, QAFP® or CFP®), or close to completion, Mutual Funds License (IFIC or CSC), Minimum 3 years’ experience in financial planning, Proven networking and client acquisition skills, Ability to develop a referral network
What You'll Do.
Manage and grow client portfolio
Provide comprehensive reviews
Create long-term relationships
Provide superior advice
Provide ongoing services
Provide tailor-made financial planning advice
Help clients reach goals
Maintain and expand client portfolio
Achieve performance targets
Cultivate relationships with service partners
Optimize business opportunities
How You'll Work.
Team & Collaboration
Work with a dynamic team; Work with a collaborative team; Work with a progressive team; Work with a high-performing team
Communication Scope
Superior advice
Applying for this Financial Planner role?
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ANONYMOUS · UNFILTERED
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