Rbc Financial Planner Stratford
RBC
Build mass affluent client relationships as an RBC Financial Planner in Stratford, using holistic financial planning and investment expertise. Deliver tailored advice through ongoing client reviews.This full-time RBC Financial Planner role manages and grows a portfolio of mass affluent clients. You will provide comprehensive reviews, create long-term relationships, and deliver financial planning advice. Investment, credit, and everyday banking solutions support client goals and performance targets.Key Responsibilities:
Provide tailored financial planning advice for client goalsReview clients' financial circumstances comprehensively and ongoingGrow, expand, and maintain a client portfolioAchieve performance targets through relationship managementCultivate service partner and local market relationshipsRequirements:
QAFP, PFP, or CFP designationIFIC or CSC Mutual Funds LicenseMinimum three years' financial planning experienceFinancial acumen and proven client acquisition skillsAbility to build COI and partner relationshipsApply financial planning expertise, networking, and relationship management skills while advising RBC clients and developing Stratford market opportunities.
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Provide tailored financial planning advice for client goalsReview clients' financial circumstances comprehensively and ongoingGrow, expand, and maintain a client portfolioAchieve performance targets through relationship managementCultivate service partner and local market relationshipsRequirements:
QAFP, PFP, or CFP designationIFIC or CSC Mutual Funds LicenseMinimum three years' financial planning experienceFinancial acumen and proven client acquisition skillsAbility to build COI and partner relationshipsApply financial planning expertise, networking, and relationship management skills while advising RBC clients and developing Stratford market opportunities.
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Vacancy posted 20 minutes ago
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