Job Summary
Job Description
What is the opportunity?
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets.
Please note location is to be determined). You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.
Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals.
With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.
What will you do?
- Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
- Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
What do you need to succeed?
Must-have
- Financial Planning Designation (PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Minimum 3 years' experience in financial planning
- Proven networking and client acquisition skills
- Ability to develop a strong referral network
- Fluent in English and Arabic is an asset
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work / life balance options
RBCFP
Job Skills
Financial Planner
Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...
Financial Planner
Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...
Financial Planner - Future Opportunities!
Our Meridian Wealth team is looking to connect with experienced Financial Planners, as well as those who are working towards their CFP or PFP, for future Financial Planner opportunities with us!. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our F...
Financial Planner
Personal Financial Planner (PFP) designation,. Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Introduces clients to ...
Financial Planner
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing servi...
Financial Planner
As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing servi...
Financial Planner, Investment & Retirement Planning
As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients within the Milton Market. Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio s...
Financial Planner - Hamilton, Niagara Region
Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Con...
Experienced Financial Advisor/Planner
Minimum two years experience as a Financial Advisor or Financial Planner. Experienced Financial Advisor/Planner. Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution ne...
Financial Planner - Mississauga, Brampton, Etobicoke
Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Con...