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.

📌 Rbc Financial Planner Milton
🏢 RBC
📍 Milton