Rbc Financial Planner Stratford
Royal Bank of Canada
Financial planning expertise and relationship management define this full-time RBC Financial Planner role in Stratford, Ontario. Serve mass affluent clients with comprehensive advice.As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You will review financial circumstances, build long-term relationships, and provide advice across investment, credit, and everyday banking solutions. Your work supports client goals through ongoing service and planning.Key Responsibilities:
Provide tailor-made financial planning advice for client goalsConduct comprehensive reviews of clients' financial circumstancesGrow, expand, and maintain a client portfolioAchieve performance targets through relationship managementCultivate service partner and local market relationshipsRequirements:
Hold QAFP, PFP, or CFP designationMaintain an IFIC or CSC Mutual Funds LicenseBring at least three years' financial planning experienceDemonstrate financial acumen and client acquisition skillsBuild COI and partner relationships across the marketApply financial planning, networking, and relationship management expertise as an RBC Financial Planner serving Stratford clients.
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Provide tailor-made financial planning advice for client goalsConduct comprehensive reviews of clients' financial circumstancesGrow, expand, and maintain a client portfolioAchieve performance targets through relationship managementCultivate service partner and local market relationshipsRequirements:
Hold QAFP, PFP, or CFP designationMaintain an IFIC or CSC Mutual Funds LicenseBring at least three years' financial planning experienceDemonstrate financial acumen and client acquisition skillsBuild COI and partner relationships across the marketApply financial planning, networking, and relationship management expertise as an RBC Financial Planner serving Stratford clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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