Join RBC as a Financial Planner to build relationships and grow a portfolio of affluent clients in Estevan. Deliver tailored financial solutions to meet their long-term goals.
As a Financial Planner with RBC, you'll leverage your expertise to provide personalized advice while managing a diverse client portfolio within Estevan and surrounding areas. Your role focuses on building long-term client relationships, offering comprehensive financial planning services, and achieving performance targets through strong networking.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Maintain and grow your client portfolio actively
• Develop strong relationships with service partners
• Meet performance targets through client-centric practices
• Optimize referrals and business opportunities in local markets
Requirements:
• Financial Planning Designation (PFP, CFP, or QAFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experienc...