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Associate Wealth Advisor / Financial Planner @ RBC

CAOnsiteFull-time
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About this role

Embrace the role of an Associate Wealth Advisor / Financial Planner and help clients thrive through proactive financial planning and relationship management. Leverage your expertise in investment advisory, client service, and financial planning to support business growth and deliver exceptional service. Grow your career with a leading financial institution in Vancouver.. Category: Customer Service | Client Advice | Sales

Skills

registered representative (rr) with iiroccanadian investment regulatory examretail securities examcertified financial planner (cfp) or personal financial planner (pfp) designationfinancial planningclient acquisitionportfolio rebalancingasset consolidationwealth managementinvestment researchclient relationship managementbusiness developmentaccount managementproblem solvinganalytical skills

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