Build and manage mass affluent client portfolios as an RBC Financial Planner in Milton, applying holistic financial planning expertise. Deliver tailored advice using investment, credit, and banking solutions.
This full-time Financial Planner position supports comprehensive client reviews and long-term relationships. You will provide ongoing services, pursue performance targets, and create market opportunities through networking, referrals, and relationship management. The role is based at 1240 Steeles Ave E.
Key Responsibilities: Provide tailored financial planning advice for client goals
Use investment, credit, and everyday banking solutions
Grow, expand, and maintain a client portfolio
Manage relationships using value-based practices
Cultivate partners, local markets, and referral opportunities
Requirements: Hold QAFP, PFP, or CFP designation
Maintain an IFIC or CSC Mutual Funds License
Bring at least three years of financial planning experience
Demonstrate financial acumen and client acquisition skills
Build market presence and solid partner relationships
Apply financial planning, networking, and relationship management expertise to help RBC clients pursue long-term goals in Milton.

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📌 RBC Financial Planning Advisor Milton (Ontario)
🏢 Royal Bank of Canada
📍 Ontario