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Financial Planner at RBC Hamilton

Company

RBC

Location

hamilton, on

Type

Full-time

Shape your career as a Financial Planner at RBC in Hamilton, Canada. Build lasting client relationships through exceptional financial planning and advice tailored to their unique goals.

RBC is seeking a Financial Planner Trainee, committed to growing and managing a portfolio of mass affluent clients. You will provide comprehensive financial planning and utilize diverse banking solutions to meet client objectives. This role requires robust networking and relationship management skills for optimal performance and business development.

Key Responsibilities

  • Deliver customized financial planning advice to clients
  • Expand and maintain a portfolio using value-based practices
  • Cultivate relationships for referrals and business growth

Requirements

  • Financial Planning Designation (QAFP, PFP, or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ in financial planning experience
  • <...

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