Join RBC as a Financial Planner in Oshawa and deliver tailored financial advice to clients. Harness a comprehensive range of investment solutions while benefitting from internal referrals and robust networking.
This role requires a Financial Planning Designation (QAFP, PFP®, or CFP®) and at least two years of financial planning experience. You will leverage your networking and client acquisition skills to cultivate recent relationships, ensuring clients access the best investment options available to achieve their financial goals.
Key Responsibilities:
• Create personalized investment solutions for clients
• Expand both existing and new client asset bases
• Connect clients with appropriate RBC resources
• Build business referral networks in your community
Requirements:
• Financial Planning Designation required
• At least 2 years of relevant experience
• Demonstrated networking and client acquisition skills
• Excellent relationship-building capabilities
• Proficiency with digital tools and mobile technology
Bring your financial planning acumen to RBC and create lasting success for clients in Oshawa.
#J-18808-Ljbffr

📌 RBC Financial Planner in Oshawa
🏢 RBC
📍 Oshawa