When scanning the financial advisor landscape, a financial advisor and a financial planner are both very broad categories. Here are the differences.
An RBC Financial Planner Will: ; Listen carefully to understand your current situation ; Introduce and explain the options available for you based on your life priorities and associated financial goals ; Harness RBC’s extensive resources and expertise in financial planning, investments, borrowing and more to develop and monitor your customized financial plan
The first step to finding the right financial advisor is to figure out what sort of professional financial help you need.
A financial planner is an advisor who helps clients manage their financial affairs and work toward their long-term financial goals. Many hold a professional designation.
Find an independent, experienced financial planner closest to you. Get directions, hours, and request an appointment online.
Learn what a financial planner does, their benefits, and how they can help you achieve your financial goals. Find out more about financial planning services.
Hire top Financial Planners from the world's largest marketplace of 76m freelancers. Post your job online for free & receive quotes in seconds.
Building an investment portfolio to achieve your short- and long-term investment goals. ; An estate plan to structure your assets in the most tax-effective way to ensure the protection and preservation of assets from one generation to the next. ; Life insurance to secure the financial well-being of your loved ones.
A financial advisor can help plan for retirement, build an investment portfolio, or budget to reach your financial goals. ; When hiring an advisor or planner, make sure to consider their specialties and certifications. ; Also consider how they charge: a flat fee, hourly rate, retainer, percentage of assets, or commission.
Certified financial planner (CFP) is a designation often earned by financial advisors that signifies an expertise is various types of financial planning.