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 clientsBuild and maintain a robust client portfolioCollaborate with local partners for referrals and growthMeet performance targets through effective relationship strategiesProvide ongoing, comprehensive financial reviewsRequirements:Valid Financial Planning Designation (QAFP, PFP, CFP)Mutual Funds License (IFIC or CSC) is essentialMinimum of 3 years in financial planning rolesDemonstrated networking and client acquisition abilitiesCapacity to develop substantial partner relationshipsLeverage your financial expertise to support clients in achieving their goals as a Financial Planner at RBC.

📌 Rbc Career: Financial Planner Role (Puslinch)
🏢 RBC
📍 Puslinch