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Financial Planner Relationship @ RBC

CAOnsiteFull-time
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About this role

Embrace the role of a Financial Planner and manage a portfolio of mass affluent clients, delivering tailored financial planning and investment solutions. Use your expertise to provide world-class advice, build lasting relationships, and help clients achieve their long-term goals. Grow your career with a leading financial institution in a dynamic, supportive environment.. Category: Customer Service | Client Advice | Sales

Skills

financial planning designation (ipf)mutual funds license (ific or csc)financial planningclient relationship managementportfolio managementbusiness developmentclient acquisitionnetworkingbilingualism (english and french)investment solutionscredit solutionsbanking solutionsreferral network developmentlong term planningvalue-based relationship management

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