Financial Planner Mobile in Saskatchewan

Location: North Battleford

Explore your potential with RBC as a Financial Planner. Build and manage a portfolio of affluent clients while delivering tailored financial planning advice.

As a key member of RBC, you'll provide ongoing financial reviews and foster long-term client relationships.

Your role focuses on utilizing our investment and banking solutions, while actively expanding your client base. Success comes from your ability to network effectively, create market presence, and achieve performance targets.

Key Responsibilities:

• Provide customized financial planning advice for clients

• Grow and maintain a diverse client portfolio

• Cultivate partner relationships for business opportunities

• Conduct regular comprehensive reviews of client finances

• Achieve performance targets through relationship management

Requirements:

• Financial Planning Designation (QAFP, PFP, or CFP)

• Mutual Funds License (IFIC or CSC)

• Minimum of 3 years in financial planning

• Strong financial acumen with networking skills

• Ability to be mobile across Saskatchewan markets

Bring your expertise in financial planning and hit your targets while advising clients effectively at RBC.
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