Elevate your financial expertise as an RBC Financial Planner in Oakville, Canada. Manage a portfolio of mass affluent clients while providing tailored financial advice and achieving your goals.
In this full time role, you will engage with clients through comprehensive financial planning. Leveraging your skills in business development and relationship management, you will deliver proven solutions that cater to clients’ unique financial needs. Your dedication to fostering long-term relationships will be crucial in helping them achieve their aspirations.
Key Responsibilities:
• Provide tailored financial planning advice to clients
• Actively expand and maintain client portfolios
• Cultivate relationships with service partners for referrals
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years’ experience in financial planning
• Strong financial acumen and networking skills
• Ability to build and cultivate partner relationships
Achieve your goals while assisting clients with exceptional financial solutions at RBC in Oakville.
#J-18808-Ljbffr