Financial Planning Professional

2 weeks ago


Oakville, Ontario, Canada Royal Bank of Canada> Full time

About the Role

We are seeking a skilled Financial Planning Professional to join our team in Oakville or Burlington. As an RBC Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients.

Key Responsibilities:

  • Provide ongoing comprehensive reviews of your clients' financial circumstances
  • Create long-term relationships through superior advice, financial planning expertise, and ongoing services
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Requirements:

  • 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

What We Offer:

  • A competitive salary range of $80,000 - $120,000 per year
  • 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

About Us

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.



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