Royal Bank of Canada·1 month ago
1 month ago
Financial Planner Relationship Manager
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About this role
We are expanding our team: As a Financial Planner Relationship Manager, you will provide tailored financial planning advice and manage a portfolio of affluent clients. You will deliver comprehensive financial reviews and support clients in achieving their long-term goals. Ideal candidates bring significant financial planning experience 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
- market presence
- partner relationship management
Company
Royal Bank of Canada
TIMMINS, Canada
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