Financial Planner at RBC Kingston

Enhance your career as a Financial Planner with RBC in Kingston, Canada. Build lasting relationships with mass affluent clients, offering tailored financial advice and planning expertise.

This full-time opportunity focuses on managing a robust client portfolio while driving growth through strategic investment and banking solutions. As a Financial Planner, your role requires a strong financial planning designation, with a minimum of three years of experience in a financial institution. Your networking skills and commitment to superior client service will be essential as you cultivate relationships and achieve performance targets.

Key Responsibilities:• Provide personalized financial planning and advice to clients • Acquire new clients and consolidate existing RBC portfolios • Maintain and grow client relationships through value management • Develop referral networks with service partners and local markets

Requirements:• Financial Planning Designation (QAFP, PFP, or CFP) • Mutual Funds License (IFIC or CSC) • Minimum 3 years’ experience in financial planning • Strong investment and credit knowledge • Proven client acquisition and networking skills

Drive your success by delivering exceptional financial advice and solutions with RBC. #J-18808-Ljbffr