Internship in Financial Planning at RBC

Launch your financial career as an Intern at RBC in Surrey, Canada, focusing on financial planning for affluent clients. This role combines relationship management and personalized advice to help clients thrive.
In this full-time internship, you will provide expert financial planning tailored to individual client needs, utilizing RBC’s diverse range of banking and investment solutions. You'll grow your portfolio through proactive client engagement and strategic partnerships, while aiming to meet performance targets successfully.
Key Responsibilities:
• Create comprehensive financial plans based on client goals
• Maintain and grow client portfolios through strong relationships
• Work with local markets to generate business opportunities
• Optimize performance by achieving established targets
• Collaborate with service partners for enhanced referrals
Requirements:
• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
...