Build and manage mass affluent client portfolios as an RBC Financial Planner in Milton, applying holistic financial planning and relationship management expertise.
This full-time Financial Planner role serves clients through comprehensive reviews and ongoing advice. You will create tailored solutions across investment, credit, and everyday banking products while pursuing performance targets. The position requires a financial planning designation, mutual funds licensing, and at least three years of experience.
Key Responsibilities:
- Provide tailored financial planning advice for clients’ long-term goals
- Review clients’ financial circumstances comprehensively and regularly
- Grow, expand, and maintain a portfolio of clients
- Build service partner relationships and local market referrals
- Achieve performance targets through value-based relationship management
Requirements:
- Hold QAFP, PFP, or CFP designation
- Maintain an IFIC or CSC mutual funds license
- Bring a minimum of three years’ financial planning experience
- Demonstrate financial acumen and client acquisition skills
- Build market presence and solid partner relationships
Apply financial planning expertise, networking, and client relationship skills to help RBC clients pursue long-term goals in Milton.