Royal Bank of Canada·12 days ago
12 days ago
Associate Wealth Advisor / Financial Planner
Sign up free to see how well your resume matches this role.
What you'll do
- provide proactive financial advice and support to clients
- help deepen client relationships
- welcome new business
What they're looking for
- registered representative (rr) with iiroc
- canadian investment regulatory exam
- certified financial planner (cfp) or personal financial planner (pfp) designation
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Join us as an Associate Wealth Advisor / Financial Planner, where you will provide proactive financial advice and support to clients, helping to deepen relationships and welcome new business. This role suits a self-directed professional with a background in financial planning and strong client service skills.
Skills
- registered representative (rr) with iiroc
- canadian investment regulatory exam
- certified financial planner (cfp) or personal financial planner (pfp) designation
- financial planning
- wealth management
- client acquisition
- portfolio rebalancing
- investment research
- asset consolidation
- client segmentation
- business planning
- account management
- problem resolution
- analytical skills
- written communication
- verbal communication
- teamwork
- trading support
- documentation management
- client relationship management
- decision making
Company
Royal Bank of Canada
Vancouver, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.