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 prospects 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 (Canada)
🏢 RBC
📍 Canada