Join RBC as a Financial Planning Consultant in Burlington, Canada, and help clients navigate their financial futures. This role emphasizes tailored advice and relationship building for mass affluent portfolios.
As a vital part of the RBC team, you will provide comprehensive financial planning and ongoing reviews for your clients. Your experience and skills in financial consulting will enable you to offer superior advice and solutions while meeting performance targets. Cultivate your portfolio by creating lasting client relationships and collaborating with service partners.
Key Responsibilities:
• Deliver personalized financial advice to clients
• Develop and maintain a portfolio of affluent clients
• Build relationships with local service partners for growth
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 3 years of financial planning experience
• Proven networking and client relationship skills
• Ability to establish solid market presences
Drive exceptional financial planning at RBC and be part of a collaborative environment.
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📌 Financial Planning Consultant at RBC (Ontario)
🏢 RBC
📍 Ontario