Financial Planning Intern

RBC

Hamilton, Canada
Holistic financial planning expertise
Client portfolio management
Value-based relationship management
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients

Job Summary

  • As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.
  • With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.
  • We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Matching Summary

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients.

Skills & Requirements

Must-have

  • Holistic financial planning expertise
  • Client portfolio management
  • Value-based relationship management
  • Business development and networking

Nice-to-have

  • Progressive thinking and collaboration
  • Passion for holistic financial planning
  • Mobile throughout the market

Key Requirements

  • Financial Planning Designation (QAFP, PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years’ experience in financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter