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RBC Hamilton Financial Planning Role

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RBC
πŸ“ hamilton, Canada
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Location hamilton
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Posted June 06, 2026
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Commute Local Area
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Job Description

Launch your financial planning career with RBC in Hamilton, Canada, as a Financial Planner. Deliver superior client-centric financial advice and grow lasting relationships.

This full-time Financial Planner Trainee role requires you to manage a portfolio dedicated to mass affluent clients. By leveraging RBC’s comprehensive banking solutions, you'll assist clients in reaching their long-term goals while fostering strong collaboration and networking within your community.

Key Responsibilities:
β€’ Tailor financial planning advice based on client needs
β€’ Actively manage and expand your client portfolio
β€’ Build connections for optimal business referrals and partnerships

Requirements:
β€’ Financial Planning Designation (QAFP, PFP, or CFP)
β€’ Mutual Funds License (IFIC or CSC)
β€’ Minimum of 3 years’ experience in financial planning
β€’ Proven financial acumen and networking abilities
β€’ Ability to establish market p...

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πŸ“ Location Details

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City
hamilton
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Country
Canada
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Commute
Local Area

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