Elevate your financial advisory career as a Senior Financial Planner with RBC in Abbotsford, Canada. Build meaningful relationships and provide comprehensive financial planning for affluent clients. In this role, you will leverage your experience and qualifications to manage client portfolios and deliver exceptional financial insights.

Your focus will be on achieving targets while fostering relationships with both clients and local business partners. A passion for holistic planning will empower your approach to client success. Key Responsibilities:

- Deliver personalized financial planning tailored to client needs
- Grow and sustain a robust client portfolio
- Collaborate with local service partners for referrals

Requirements:

- Financial Planning Designation (PFP®, QAFP™ or CFP®)
- Mutual Funds License (IFIC or CSC)
- 3+ years' experience in financial planning
- Solid client acquisition and networking skills
- Ability to create impactful partner relationships

Enhance your skills and make a meaningful impact at RBC in Abbotsford.

📌 Senior Financial Planner Role at RBC (Abbotsford)
🏢 RBC
📍 Abbotsford