Financial Planner – Relationship Manager
| Company | Royal Bank of Canada |
|---|---|
| Location | Brandon, MB, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Financial Planning Designation (PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Preferred Qualifications
-
No preferred qualifications provided.