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