Financial Planner at RBC

Elevate your career as a Financial Planner with RBC in Kingston, Canada. Manage a portfolio of mass affluent clients while delivering tailored financial advice and planning solutions.

As a Financial Planner at RBC, you will develop long-term relationships by providing comprehensive financial planning. With a minimum of three years of financial planning experience, your expertise in investments and credit will be essential. You’ll work with a dynamic team, optimizing client solutions to help them achieve their financial objectives.

Key Responsibilities:

• Provide personalized financial planning advice to clients

• Acquire and manage new and existing RBC clients

• Maintain and expand your client portfolio effectively

• Cultivate relationships with local service partners

Requirements:

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

• Mutual Funds License (IFIC or CSC) required

• Minimum of 3 years in financial planning experience

• Strong investment and credit knowledge

• Proven skills in networking and client acquisition

Drive growth for your clients and your career with RBC's exceptional financial planning team in Kingston.
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