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 opportunity 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
- Robust ability to cultivate partnerships Make a difference in the financial lives of clients while thriving in your career with RBC in Oakville.

📌 RBC Financial Planner Role in Oakville
🏢 RBC
📍 Oakville