Elevate your career as a Financial Planner with RBC, specializing in tailored financial planning and investment strategies. Help clients achieve their goals while expanding your portfolio and network.
RBC is seeking a skilled Financial Planner to deliver customized financial planning advice. The ideal candidate will possess a Financial Planning Designation and at least three years of experience within a financial institution. You will focus on client acquisition, maintaining strong relationships, and achieving performance targets through effective networking.
Key Responsibilities:
• Provide personalized financial planning advice to clients
• Acquire and consolidate new and existing RBC clients
• Maintain and grow an extensive client portfolio




• Cultivate relationships with local markets and service partners
• Achieve performance targets through value-based management
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum three years in financial planning
• Solid investment knowledge and credit experience
• Proven networking and client acquisition skills
Bring your financial expertise and relationship management skills to RBC and drive your career forward in financial planning.
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📌 Financial Planner at RBC (Cobourg)
🏢 Jobtailor
📍 Cobourg