About This Opportunity
Elevate your career as an RBC Financial Planner in Kingston, Canada, focusing on managing mass affluent clients. Provide personalized financial planning that transforms client goals into achievements.
As a Financial Planner at RBC, you will build and nurture relationships with mass affluent clients, offering comprehensive financial advice. Utilizing various investment, credit, and banking solutions, you are key to expanding client portfolios and achieving performance targets. Your expertise in financial planning, strong networking skills, and commitment to client satisfaction will ensure ongoing success.
Key Responsibilities:
• Deliver tailored financial planning and investment advice
• Acquire and consolidate clients and their assets
• Maintain and expand a diverse client portfolio
• Cultivate valuable relationships with service partners
Requirements:
• QAFP, PFP, or CFP financial planning designation
• Mutual ...