Job Description
Launch your financial planning career with RBC in Hamilton, Canada, as a Financial Planner. Deliver superior client-centric financial advice and grow lasting relationships.
This full-time Financial Planner Trainee role requires you to manage a portfolio dedicated to mass affluent clients. By leveraging RBC’s comprehensive banking solutions, you'll assist clients in reaching their long-term goals while fostering strong collaboration and networking within your community.
Key Responsibilities:
• Tailor financial planning advice based on client needs
• Actively manage and expand your client portfolio
• Build connections for optimal business referrals and partnerships
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum of 3 years’ experience in financial planning
• Proven financial acumen and networking abilities
• Ability to establish market p...
This full-time Financial Planner Trainee role requires you to manage a portfolio dedicated to mass affluent clients. By leveraging RBC’s comprehensive banking solutions, you'll assist clients in reaching their long-term goals while fostering strong collaboration and networking within your community.
Key Responsibilities:
• Tailor financial planning advice based on client needs
• Actively manage and expand your client portfolio
• Build connections for optimal business referrals and partnerships
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum of 3 years’ experience in financial planning
• Proven financial acumen and networking abilities
• Ability to establish market p...