Step into a rewarding Financial Planner role at RBC in Hamilton, Canada, providing expert advice to affluent clients. Drive your success through exceptional planning and relationship management skills.

In this Financial Planner Trainee position, you will work to grow and manage a portfolio, offering personalized financial advice. Candidates require a Financial Planning Designation alongside experience in financial services. Your dedication to client relationships and collaboration will amplify your success in meeting performance targets.

Key Responsibilities: • Offer personalized financial advice utilizing available solutions • Expand and maintain your client portfolio effectively • Build strong connections with local partners and markets

Requirements: • Must have Financial Planning Designation (QAFP, PFP, or CFP) • Hold a Mutual Funds License (IFIC or CSC) • At least 3 years' experience in financial planning • Robust acumen in client acquisition and networking • Proven ability to cultivate partner relationships

Excel in financial planning and client service at RBC, advancing your career positively. #J-18808-Ljbffr

📌 RBC Financial Planner Trainee Role (Winnipeg)
🏢 RBC
📍 Winnipeg