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 cooperative 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. #J-18808-Ljbffr

📌 RBC Career: Financial Planner Role (Milton)
🏢 RBC
📍 Milton