RBC Financial Planning Networking Event - Langley, BC

RBC • Langley, BC

9d • Onsite

About The Position

RBC Financial Planning is hosting an exclusive networking evening for experienced financial professionals with CFP®, PFP®, or QAFP® designations (or actively working towards completion) and current IFIC or CSC credentials. This event provides an opportunity to connect with senior leaders, learn about career opportunities within RBC Financial Planning, and discover how RBC planners leverage technology, gain competitive advantages, and access senior leadership. Attendees will learn about two distinct roles: Relationship Financial Planner, focused on designing tailor-made financial plans, and Acquisition Financial Planner, focused on acquiring and onboarding new clients. The event aims to showcase why top financial planners are choosing RBC.

Requirements

• CFP®, PFP®, or QAFP® designation (or actively working towards completion).
• Current IFIC or CSC credentials.
• Experienced financial professionals.
• Qualified registrants will receive confirmation of event details via email for this invitation-only event.

Responsibilities

• Design tailor-made financial plans for clients to help them reach their goals (Relationship Financial Planner role).
• Proactively acquire and onboard new clients to drive business growth (Acquisition Financial Planner role).
• Leverage cutting-edge technology to deepen client relationships.
• Connect with senior leaders and learn about career opportunities at RBC Financial Planning.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed