RBC Career: Financial Planner Role (Halton Hills)

RBC Career: Financial Planner Role (Halton Hills)

29 Sep
|
RBC
|
Halton Hills

29 Sep

RBC

Halton Hills

Pursue a rewarding career as a Financial Planner with RBC, advising mass affluent clients. Employ your skills in financial planning to foster long-term client relationships. In the Financial Planner position at RBC, you will be responsible for managing a portfolio of mass affluent clients and providing exceptional financial planning advice.

Your expertise will guide clients toward their long-term financial aspirations, while your relationship management skills will be key to expanding your client base. A team-oriented approach with partners will further enhance business opportunities. Key Responsibilities:

- Offer tailored financial planning advice to clients
- Build and maintain a robust client portfolio
- Collaborate with local partners for referrals and growth




- Meet performance targets through effective relationship strategies
- Provide ongoing, comprehensive financial reviews Requirements:
- Valid Financial Planning Designation (QAFP, PFP, CFP)
- Mutual Funds License (IFIC or CSC) is essential
- Minimum of 3 years in financial planning roles
- Demonstrated networking and client acquisition abilities
- Capacity to develop substantial partner relationships Leverage your financial expertise to support clients in achieving their goals as a Financial Planner at RBC.

📌 RBC Career: Financial Planner Role (Halton Hills)
🏢 RBC
📍 Halton Hills

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: rbc career: financial planner role (halton hills) / halton hills

Subscribe to this job alert:

Get the latest job offers by email for: rbc career: financial planner role (halton hills) / halton hills