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 energetic role.
Key Responsibilities:
• Offer customized financial planning services to clients
• Expand and maintain client relationships through proven practices
• Collaborate with partners to optimize referral prospects
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.
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📌 Rbc Financial Planner Full Time Burlington
🏢 RBC
📍 Burlington