Job Description What is the Opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow... a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating...
, regardless of industry/discipline. Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM... to do meaningful work to help people reach their life goals by providing strong planning and financial advice. How you’ll succeed...
and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst... date. You have a passion for financial planning and a keen interest in portfolio management. You have strong relationship building skills...