Elevate your career as a Financial Planner with RBC in Hamilton, Canada. Build and manage a portfolio of mass affluent clients while providing tailored financial solutions for successful long-term planning.
As part of RBC, you will engage with clients using your financial planning expertise and passion for relationship management. With at least three years of experience, you will cultivate significant client relationships and leverage RBC's diverse investment and banking solutions. Achieve performance targets actively while optimizing business opportunities within the market.
Key Responsibilities:
• Provide customized financial planning advice to clients
• Actively maintain and grow your client portfolio
• Cultivate relationships for referrals and business opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of financial planning experience
• Strong client acquisition and networking skills
• Ability to create and maintain partner relationships
Embrace the challenge of delivering world-class financial advice while achieving your qualified goals at RBC in Hamilton.
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📌 Financial Planner at RBC Hamilton
🏢 RBC
📍 Hamilton