Discover an exciting opportunity as a Mass Affluent Financial Planner with RBC in Surrey, Canada. Provide exceptional financial planning services while managing a diverse client portfolio.
In this role, you will work closely with mass affluent clients, delivering personalized financial advice and strategic solutions. Your commitment to cultivating relationships and achieving performance targets will enable you to thrive in a dynamic environment. Fostering connections with local service partners will optimize business opportunities and enhance client satisfaction.
Key Responsibilities:
• Tailor financial planning advice to help clients achieve goals
• Actively expand and nurture your client portfolio
• Collaborate with partners to optimize referrals and business opportunities
Requirements:
• Financial Planning Designation (PFP®, QAFP™, CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum of 3 years in financial planning
• Proven skills in client acquisition...