Senior Financial Planner at RBC

Drive client success as a Senior Financial Planner at RBC, where you will craft bespoke investment solutions for our clients. Utilize your networking skills with full internal support for referrals.
Your role will encompass providing exceptional financial planning advice while cultivating strong relationships with clients and partners alike. A minimum of two years of experience in financial planning, along with the necessary designations, will empower you to excel in this position.
Key Responsibilities:
• Deliver individualized financial planning advice with premier investment solutions
• Enhance client acquisition and manage existing portfolios effectively
• Collaborate with RBC teams to fulfill client needs
• Network and build a strong external business referral base
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• At least 2 years’ experience in financial planning
• Proven skills in networking ...