Launch your career as a Financial Planner Intern at RBC, specializing in mass affluent clients. Leverage your planning skills to enhance client relationships and provide tailored advice.
In this full-time intern role, you'll develop a comprehensive understanding of financial planning and client management. As your portfolio grows, you'll utilize investment, credit, and banking solutions to meet client goals and surpass performance targets. Your networking prowess will be crucial in optimizing business opportunities.
Key Responsibilities:
• Offer personalized financial planning advice to clients
• Grow and manage a diverse client portfolio
• Cultivate referrals through strong local service partnerships
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• 3+ years in financial planning
• Strong skills in networking and client acquisition
• Ability to build partnerships and presence in the market
Elev...