Apply on Kit Job: kitjob.ca/job/2g986g

Launch your financial career as a Financial Planning Intern. Provide personalized financial strategies and manage a portfolio of clients while meeting performance targets and building relationships.
As a Financial Planning Intern, you will play a crucial role in delivering comprehensive financial advice. Your responsibilities include using various investment and banking solutions to help clients achieve their financial aspirations. Cultivating key relationships with partners will also enhance your ability to generate referrals and maximize business opportunities.
Key Responsibilities:
• Deliver tailored financial planning advice to clients
• Actively grow your client portfolio with strategic management
• Build relationships with service partners and local networks




• Achieve and exceed performance targets effectively
• Maintain value-based relationships to optimize referrals
Requirements:
• Financial Planning designation (QAFP, PFP, or CFP required)
• Must hold a Mutual Funds licence (IFIC or CSC)
• At least 3 years of financial planning experience
• Proven skills in client acquisition and networking
• Solid communication and relationship-building skills
Use your passion for holistic planning to deliver exceptional advice and help clients realize their long-term goals.
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Apply on Kit Job: kitjob.ca/job/2g986g

📌 Dynamic Financial Planning Intern Role (Hamilton)
🏢 RBC
📍 Hamilton