Launch your financial career with RBC as a Financial Planner Intern, guiding clients toward their financial aspirations through tailored strategies. Utilize your expertise to manage a diverse portfolio effectively.
This internship offers an opportunity to foster lasting relationships while achieving performance targets. You will be responsible for delivering customized financial planning recommendations and growing your client portfolio through active relationship management. Additionally, connect with local markets to uncover new business opportunities within RBC.
Key Responsibilities:
• Deliver tailor-made financial planning recommendations
• Grow and maintain a client portfolio through relationship management
• Build connections with partners and local markets for business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP) required
• Mutual Funds License (IFIC or CSC) needed
• Minimum 3 years’ experience in financial planning<...