National Account Manager at Perrigo, overseeing relationships with key grocery partners and responsibility for significant P&L. Driving growth in health and wellness segments.
About the role
- RBC Financial Planner managing a portfolio of mass affluent clients. Providing comprehensive financial planning advice and cultivating long-term client relationships in Kitchener/Waterloo Markets.
Responsibilities
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Actively grow, expand and maintain your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Requirements
- Financial Planning Designation (QAFP, PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years’ experience in financial planning
- A strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and track record of partnering and collaboration
- Ability to create a market presence, build COI relationships, and cultivate strong partner relationships
Benefits
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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