Embark on a rewarding journey as a Financial Planner Intern with RBC in Surrey, Canada. You will manage a portfolio of affluent clients, delivering customized financial planning advice and solutions.
In this full-time role, your financial acumen is crucial as you tailor investment, credit, and banking solutions to client needs. You will also expand and maintain your client portfolio through effective relationship management. The position offers a chance to collaborate with service partners and tap into local markets for business growth.
Key Responsibilities:
• Provide tailored financial planning advice to clients
• Grow and maintain a client portfolio effectively
• Cultivate relationships with service partners for referrals
• Achieve performance targets through client interactions
• Optimize business opportunities within local markets
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 ye...