Position Overview
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 RBCβs comprehensive banking solutions, you'll assist clients in reaching their long-term goals while fostering strong collaboration and networking within your community.
Key Responsibilities:
β’ Tailor financial planning advice based on client needs
β’ Actively manage and expand your client portfolio
β’ Build connections for optimal business referrals and partnerships
Requirements:
β’ Financial Planning Designation (QAFP, PFP, or CFP)
β’ Mutual Funds License (IFIC or CSC)
β’ Minimum of 3 yearsβ experience in financial planning
β’ Proven financial acumen and networking abilities
β’ Ability to establish market p...