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...