Build and manage mass affluent client portfolios as an RBC Financial Planner in Milton, applying holistic financial planning expertise. Deliver tailored advice using investment, credit, and banking solutions.
This full-time Financial Planner position supports comprehensive client reviews and long-term relationships. You will provide ongoing services, pursue performance targets, and create market opportunities through networking, referrals, and relationship management. The role is based at 1240 Steeles Ave E.
Key Responsibilities:
- Provide tailored financial planning advice for client goals
- Use investment, credit, and everyday banking solutions
- Grow, expand, and maintain a client portfolio
- Manage relationships using value-based practices
- Cultivate partners, local markets, and referral opportunities
Requirements:
- Hold QAFP, PFP, or CFP designation
- Maintain an IFIC or CSC Mutual Funds License
- Bring at least three years of financial planning experience
- Demonstrate financial acumen and client acquisition skills
- Build market presence and strong partner relationships
Apply financial planning, networking, and relationship management expertise to help RBC clients pursue long-term goals in Milton.
RBC Financial Planning Advisor Milton employer: Royal Bank of Canada
Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.
