Join RBC as a Financial Planner in Burlington, Canada, and guide clients towards achieving their financial aspirations. You'll provide expert advice and exceptional service in a full-time capacity.
In this role, you'll manage a portfolio of mass affluent clients, focusing on creating long-term relationships that drive success. Your passion for holistic financial planning will help you exceed targets as you utilize RBC's extensive range of investment and banking products. Collaboration with local networks will enhance your service delivery and client satisfaction.
Key Responsibilities:
• Provide financial planning advice tailored to client goals
• Effectively grow and manage client portfolio relationships
• Cultivate connections 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
• Robust financial acumen and relationship management skills
• Ability to create a market presence and cultivate partnerships
Drive your career forward at RBC while helping clients thrive with your financial expertise.
#J-18808-Ljbffr
📌 RBC Financial Planner Position (Ontario)
🏢 RBC
📍 Ontario
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.