Join RBC as a Financial Planner in Oakville, Canada, and harness your skills in managing affluent client portfolios. Deliver expert financial planning advice to help clients reach their goals.

This full-time position offers an prospect to develop long-lasting relationships within the mass affluent segment. You will leverage your financial planning expertise and business development skills to provide tailor-made solutions. Enhancing your clients' financial journeys is at the core of this role.

Key Responsibilities:
• Offer personalized financial planning advice to clients
• Manage and grow your portfolio using value-based practices
• Develop relationships for business opportunities and referrals

Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years’ experience in the field
• Proven networking and client acquisition skills
• Strong ability to cultivate partnerships

Make a difference in the financial lives of clients while thriving in your career with RBC in Oakville.
#J-18808-Ljbffr

📌 RBC Financial Planner Role in Oakville (Ontario)
🏢 RBC
📍 Ontario