Royal Bank of Canada·10 days ago
10 days ago
Financial Planner
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About this role
Join us as a Financial Planner, managing and growing a portfolio of affluent clients. Provide tailored financial planning advice, support clients in achieving their long-term goals, and maintain strong client relationships. Ideal for candidates with financial planning experience and a passion for delivering holistic financial solutions.
Skills
- financial planning designation
- mutual funds license
- financial planning
- portfolio management
- client relationship management
- financial advice
- investment solutions
- credit solutions
- banking solutions
- networking
- client acquisition
- referral generation
- performance management
- value-based relationship management
Company
Royal Bank of Canada
YARMOUTH, Canada
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