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.
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📌 Financial Planner at RBC Burlington
🏢 RBC
📍 Burlington