# Financial Planner

**Company**: RBC
**Location**: Milton, Ontario
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MILTON-Ontario-Canada/Financial-Planner_R-0000184019-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_063441e4-8af

## Description

As an RBC Financial Planner, you have the opportunity to grow and manage 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 services.

Your responsibilities include:

- Providing tailor-made financial planning advice and helping clients reach their goals, using an array of investment, credit, and everyday banking solutions

- Actively growing, expanding, and maintaining your portfolio of clients using value-based relationship management practices, achieving performance targets

- Cultivating relationships with service partners and local markets to optimize business opportunities and referrals

To succeed, you need:

**Must-have**

- Financial Planning Designation (QAFP, PFP, or CFP)

- Mutual Funds License (IFIC or CSC)

- Minimum 3 years' experience in financial planning

- Strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration

- Ability to create a market presence, build COI relationships, and cultivate strong partner relationships

**Nice to Have**

- Ability to be mobile throughout the market

In return, you will receive:

- Full-time RBC employee status with unlimited earning potential and full benefits

- Opportunity to work with a dynamic, collaborative, progressive, and high-performing team

- A world-class training program in financial services

- Flexible work/life balance options

## Skills

### Required
- Financial Planning
- Client Relationship Management
- Investment
- Credit
- Banking

### Nice to have
- Mobility

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MILTON-Ontario-Canada/Financial-Planner_R-0000184019-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)