Senior FP&A Manager at Roo shaping financial and strategic trajectory in veterinary staffing. Leading team and financial planning initiatives for operational excellence and executive collaboration.
About the role
- RBC Investment and Retirement Planner crafting personalized investment plans and solutions for clients. Building relationships to meet financial goals and providing expert financial advice.
Responsibilities
- Provide tailor-made financial planning advice and solutions
- Acquire and consolidate existing and new-to-RBC clients and assets
- Connect clients with the right RBC team members
- Develop external business referral sources through networking and marketing
Requirements
- Must-have Financial Planning Designation (PFP®, QAFP™ or CFP®)
- Mutual Funds License (IFIC or CSC)
- Minimum 2 years’ experience in financial planning
- Proven networking and client acquisition skills
- Ability to cultivate strong partner relationships
- Digital Savviness, ability to effectively utilize mobile applications
Benefits
- A comprehensive Total Rewards Program of flexible benefits
- Competitive commission structure
- Pension options
- World-class training programs
- Career development opportunities
- Flexible work schedule based on client preferences
- Innovative mobile technology to ensure your success
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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