Royal Bank of Canada·13 days ago
13 days ago
Financial Planner
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What you'll do
- manage a portfolio of affluent clients
- provide tailored financial advice and ongoing planning
- delivering value-based solutions
- building strong client relationships
What they're looking for
- financial planning designation
- mutual funds license
- significant financial planning experience
- strong understanding of financial services
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are seeking a Financial Planner to manage a portfolio of affluent clients, providing tailored financial advice and ongoing planning. You will build long-term relationships and deliver expert financial solutions. Ideal candidates have significant experience in financial planning and strong client management skills.
Skills
- financial planning designation
- mutual funds license
- client acquisition
- relationship management
- financial acumen
- networking skills
- portfolio management
- performance targets
- value-based relationship management
- market presence
- collaboration
- business opportunities
Company
Royal Bank of Canada
Vancouver, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.