Royal Bank of Canada·10 days ago
10 days ago
RBC Financial Planning Networking Event
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What you'll do
- Connect with senior leaders
- Design tailored financial plans
- Proactively acquire new clients
What they're looking for
- Experienced financial professional
- CFP®, PFP®, or QAFP® credentials
Nice to have
- Passion for business development
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are seeking experienced financial professionals to join our networking event at RBC Financial Planning. Connect with senior leaders, design tailored financial plans, and proactively acquire new clients. Ideal for those with CFP®, PFP®, or QAFP® credentials and a passion for business development.
Skills
- financial planning
- relationship financial planning
- ific credential
- csc credential
- business development
- client onboarding
- client relationship management
- financial analysis
- acquisition
- adaptability
- curiosity
Company
Royal Bank of Canada
Vancouver, Canada
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