Financial Planner at RBC Truro
RBC
Shape financial futures as an RBC Financial Planner in Truro, Canada. Cultivate client relationships and provide tailor-made financial planning to help mass affluent clients meet their goals. In this full-time role, you will manage a diverse portfolio, offering comprehensive financial reviews and ongoing personalized advice. Your strong networking skills and financial planning designation will enable you to achieve performance targets while fostering long-term client relationships. Work within a collaborative and high-performing environment focused on excellence in service. Key Responsibilities:
• Provide customized financial planning advice to clients
• Maintain and expand your client portfolio actively
• Develop strong partnerships for business referrals Requirements:
• Financial Planning Designation (PFP®, QAFP®, CFP®) required
• Mutual Funds License (IFIC or CSC)
• Minimum of 3 years' financial planning experience
• Proven client acquisition and networking skills
• Strong ability to create a referral network Deliver impactful financial planning solutions and unlock earning potential with RBC in Truro.
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Vacancy posted 5 hours ago
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