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.

📌 Rbc Financial Planner Full Time Burlington
🏢 RBC
📍 Burlington