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 dynamic 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
- Solid 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.
📌 RBC Financial Planner - Full Time (Burlington)
🏢 RBC
📍 Burlington
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