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公司: RBC
职位: Financial Planner
工作内容
- · Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- · Actively maintain and expand 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
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