Job opportunity
RBC Financial Planner Stratford
RBC
Build mass affluent client relationships as an RBC Financial Planner in Stratford, using holistic financial planning and investment expertise. Deliver tailored advice through ongoing client reviews.
This full-time RBC Financial Planner role manages and grows a portfolio of mass affluent clients. You will provide comprehensive reviews, create long-term relationships, and deliver financial planning advice. Investment, credit, and everyday banking solutions support client goals and performance targets.
Key Responsibilities:
Provide tailored financial planning advice for client goals
Review clients' financial circumstances comprehensively and ongoing
Grow, expand, and maintain a client portfolio
Achieve performance targets through relationship management
Cultivate service partner and local market relationships
Requirements:
QAFP, PFP, or CFP designation
IFIC or CSC Mutual Funds License
Minimum three years' financial planning experience
Financial acumen and proven client acquisition skills
Ability to build COI and partner relationships
Apply financial planning expertise, networking, and relationship management skills while advising RBC clients and developing Stratford market opportunities.
#J-18808-Ljbffr
Apply on source site This full-time RBC Financial Planner role manages and grows a portfolio of mass affluent clients. You will provide comprehensive reviews, create long-term relationships, and deliver financial planning advice. Investment, credit, and everyday banking solutions support client goals and performance targets.
Key Responsibilities:
Provide tailored financial planning advice for client goals
Review clients' financial circumstances comprehensively and ongoing
Grow, expand, and maintain a client portfolio
Achieve performance targets through relationship management
Cultivate service partner and local market relationships
Requirements:
QAFP, PFP, or CFP designation
IFIC or CSC Mutual Funds License
Minimum three years' financial planning experience
Financial acumen and proven client acquisition skills
Ability to build COI and partner relationships
Apply financial planning expertise, networking, and relationship management skills while advising RBC clients and developing Stratford market opportunities.
#J-18808-Ljbffr