Elevate your career with RBC as a Financial Planner in Burlington, Canada. Manage a portfolio of mass affluent clients and deliver tailored financial advice for lasting results.
In this full time role, you will leverage your financial planning expertise to foster strong client relationships. By providing personalized planning and utilizing RBC's range of banking solutions, your aim is to help clients reach their financial goals. Your proactive approach and energy will empower you to exceed performance targets and expand your client base while collaborating with local market service partners.
Key Responsibilities:
• Deliver tailored financial planning advice to clients
• Grow and maintain a portfolio through relationship management
• Optimize business opportunities through partner cultivation
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years' experience in financial planning
• Proven networking and client acquisition skills
• Strong ability to build COI relationships and partnerships
Embrace the chance to provide world-class advice and solutions while enhancing your financial planning career at RBC.
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📌 Financial Planner at RBC Burlington
🏢 RBC
📍 Burlington