Job Description

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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job Summary

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 Hamilton, Brantford and Norfolk Markets. 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.