Royal Bank of Canada·1 month ago
1 month ago
Financial Planner
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About this role
Join us as a Financial Planner and manage a portfolio of affluent clients, providing tailored financial advice and ongoing planning. You will help clients achieve their long-term goals and build lasting relationships. Ideal for candidates with financial planning experience and strong client management skills.
Skills
- financial planning designation (qafp, pfp or cfp)
- mutual funds license (ific or csc)
- financial planning
- portfolio management
- investment solutions
- credit solutions
- banking solutions
- relationship management
- business development
- client acquisition
- networking
- value-based relationship management
- performance management
- market presence
- collaboration
- long term planning
Company
Royal Bank of Canada
DRUMHELLER, Canada
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