Financial Planner
Financial Planner focuses on financial planner focuses on provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday bank.
What the role involves
- Financial Planner focuses on provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday bank.
- Maintaining your portfolio of clients using value-based relationship management practices, achieving performance targets.
- Driving innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Skills and requirements
- Mutual Funds License (IFIC or CSC).
- Minimum 3 years’ experience in financial planning.
- Qualified applicants may be contacted to review their resume in more detail.
Confirmed role details
- Full-time RBC employee status with unlimited earning potential and full benefits.
Additional role context
- MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity.
- Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
- Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
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