Financial Planner , Wasaga

Position: Financial Planner at RBC, Wasaga Beach
Location: Wasaga Beach

Enhance your career as a Financial Planner with RBC in Wasaga Beach, Canada. Focus on creating custom investment solutions and fostering client relationships with unlimited earning potential.

In this full-time position, you will develop unique investment strategies for both existing and new clients  will leverage your two years of financial planning experience and hold a Financial Planning Designation to deliver exceptional advice. Your networking skills will help connect clients to RBC resources, ensuring their financial needs are continually met.

Key Responsibilities:

• Provide tailor-made financial planning solutions for clients

• Acquire and consolidate RBC clients and assets

• Connect clients with appropriate RBC team members

• Develop business referrals through networking and marketing

Requirements:

• Financial Planning Designation (PFP or CFP) required

• Mutual Funds License (IFIC or CSC) essential

• Minimum 2 years’ experience in financial planning

• Proven client acquisition and networking abilities

Leverage your financial expertise and client-centric approach to create impactful investment strategies for RBC clients.
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