Royal Bank of Canada·1 month ago
1 month ago
Financial Planner, Relationship Manager
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About this role
Seeking a Financial Planner, Relationship Manager to provide tailored financial planning advice and manage a portfolio of affluent clients. Key responsibilities include delivering comprehensive financial reviews and building long-term client relationships. Ideal candidates will have significant experience in financial planning and strong relationship management skills.
Skills
- financial planning designation (qafp, pfp or cfp)
- mutual funds license (ific or csc)
- financial planning
- relationship management
- client acquisition
- business development
- portfolio management
- investment solutions
- credit solutions
- banking solutions
- networking
- long term planning
- value-based relationship management
- performance management
- market presence
- partner relationship management
Company
Royal Bank of Canada
SASKATOON, Canada
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