Grow and manage a portfolio of affluent clients as an RBC Financial Planner in Georgina. Deliver exceptional financial advice and foster long-term relationships through a holistic approach to financial planning.
In this full time role, you will leverage your Financial Planning Designation to provide tailored solutions. Your expertise will support clients in achieving their long-term goals while actively expanding your client portfolio. Building robust partnerships within local markets enhances your business opportunities and client referrals.
Key Responsibilities:
• Provide tailored financial planning advice for client goals
• Expand and maintain a portfolio utilizing value-based management
• Cultivate relationships with service partners for referrals
Requirements:
• Financial Planning Designation (QAFP, PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum of 3 years in financial planning
• Strong networking and client acquisition skills
• Ability to build and maintain partner relationships
Enhance your financial expertise and achieve client success with RBC's dynamic team in Georgina.
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