RBC Financial Planning - BC East
Core
Develop relationships with and create custom investment solutions for prospective and existing RBC clients, or manage and grow a portfolio of mass affluent clients through comprehensive financial reviews.
Role type
Financial Planner (Investment and Retirement Planning or Mass Affluent)
Builds
Custom investment solutions, long-term financial plans, and client relationships
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Financial Planning Designation (PFP, QAFP, CFP), Mutual Funds License (IFIC or CSC), client acquisition, networking, long-term planning
Preferred skills
None stated
Technologies
Proprietary and third-party mutual fund solutions
Responsibilities
Provide tailor-made financial planning advice and solutions, acquire and consolidate existing and new-to-RBC clients and assets, connect clients with the right RBC team members, develop external business referral sources through networking and marketing, actively maintain and expand client portfolio using value-based relationship management practices, cultivate relationships with service partners and local markets
Seniority
Mid-level (2+ years experience required)