Royal Bank of Canada·4 months ago
4 months ago
Financial Planner Relationship
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About this role
Exciting opportunity for a Financial Planner Relationship to manage and grow a portfolio of affluent clients in the West Island region. Provide tailored financial planning advice, maintain client relationships, and deliver comprehensive financial solutions. Ideal for candidates with financial planning experience and bilingual proficiency in English and French.
Skills
- financial planning
- bilingual communication (english and french)
- portfolio management
- client acquisition
- relationship management
- business development
- networking
- client service
- long term planning
- referral network development
Company
Royal Bank of Canada
KIRKLAND, Canada
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