Advance your financial advisory career with RBC as a Financial Planner in Burlington, Canada. Leverage your expertise to create lasting relationships and deliver superior financial planning services.

This position focuses on managing a diverse portfolio of mass affluent clients. You will provide comprehensive reviews and tailor-made financial solutions that empower clients to achieve their long-term objectives. Your passion for holistic financial advice and client success will be key in this agile role.

Key Responsibilities: • Offer customized financial planning services to clients • Expand and maintain client relationships through proven practices • Collaborate with partners to optimize referral opportunities

Requirements: • Financial Planning Designation (QAFP, PFP, or CFP) • Mutual Funds License (IFIC or CSC) • At least 3 years of experience in financial planning • Strong client-centric focus and networking skills • Ability to build meaningful market and partner relationships

Utilize your financial acumen to drive client success as part of RBC's high-performing team. #J-18808-Ljbffr

📌 RBC Financial Planner - Full Time (Winnipeg)
🏢 RBC
📍 Winnipeg