Royal Bank of Canada·3 months ago
3 months ago
Financial Planner Relationship
Sign up free to see how well your resume matches this role.
About this role
Seeking a Financial Planner Relationship to manage and grow a portfolio of affluent clients, providing tailored financial planning and ongoing advice. Key responsibilities include delivering value-based client relationships and achieving performance targets. Ideal candidates will have experience in financial planning and strong networking skills.
Skills
- financial planning
- bilingual communication (english and french)
- portfolio management
- client acquisition
- relationship management
- business development
- networking
- referral network development
- client service
- long term planning
Company
Royal Bank of Canada
BROSSARD, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.