Shape financial futures as an RBC Financial Planner in Burlington, Canada. Manage a portfolio of mass affluent clients while providing tailored advice and solutions for their financial success.

In this full time role, you will build and maintain long-term relationships with clients by offering superior financial planning expertise. You'll play a vital part in their financial journey, utilizing a diverse range of banking and investment solutions. Your skills in client acquisition and relationship management will be crucial as you meet performance targets and grow your portfolio.

Key Responsibilities: • Provide personalized financial planning and investment advice • Actively grow and maintain a mass affluent client portfolio • Foster relationships with service partners for business optimization

Requirements: • Financial Planning Designation (QAFP, PFP, or CFP) • Mutual Funds License (IFIC or CSC) • Minimum 3 years of financial planning experience • Strong networking and relationship management skills • Ability to cultivate partnerships within local markets

Drive impactful financial planning solutions while achieving performance targets at RBC. #J-18808-Ljbffr

📌 Financial Planner at RBC Burlington (Winnipeg)
🏢 RBC
📍 Winnipeg