Join RBC as a Financial Planner in Centre Wellington, Canada, where you'll help affluent clients achieve financial success through expert planning and tailored advice.
This full time role requires your Financial Planning Designation and at least three years of experience. You will provide comprehensive reviews of clients’ financial situations and help them set and reach their long-term financial goals. Networking and maintaining solid partnerships is key to optimizing your success and expanding your client base.
Key Responsibilities:
• Deliver personalized financial planning services to clients
• Manage and expand a portfolio of mass affluent clients
• Build partnerships with local service providers for referrals
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years in financial planning
• Proven relationship management skills
• Ability to enhance your visibility in the market
Become a trusted advisor in financial planning while working with a high-performing team.
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📌 Financial Planning Expert At Rbc Wellington County
🏢 RBC
📍 Wellington County