Financial Planner

Position: Financial Planner at RBC
Elevate your career as a Financial Planner with RBC in Hamilton, Canada, guiding affluent clients to financial success. Utilize your financial planning expertise to create lasting relationships and achieve performance targets.

As a Financial Planner Trainee, you will manage a portfolio of mass affluent clients while delivering customized financial planning advice. This role demands a Financial Planning Designation and at least three years of experience in the financial sector. You will leverage your strong relationship management and networking skills to grow your client base and meet ambitious goals.

Key Responsibilities:

• Provide tailored financial planning advice to clients

• Grow and manage your client portfolio actively

• Cultivate relationships with local markets and service partners

Requirements:

• Financial Planning Designation (QAFP, PFP, or CFP)

• Mutual Funds License (IFIC or CSC)

• Minimum 3 years' experience in financial planning

• Proven relationship management and networking skills

• Ability to create a market presence and build relationships

Lead clients toward their financial goals through superb advisory services at RBC.
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