Enhance your career as a Financial Planner with RBC in Toronto, Canada, serving mass affluent clients. Foster long-term relationships through superior financial advice and planning expertise.

In this full time role, you will grow and manage a diverse portfolio while conducting comprehensive financial reviews. Your goal is to provide clients with tailored advice, leveraging a comprehensive suite of investment and banking solutions. Cultivate partnerships with local markets, aligning with service providers to optimize referrals and business opportunities.

Key Responsibilities:
• Provide personalized financial planning advice to clients
• Grow and maintain a portfolio through value-based management
• Build strong relationships with service partners for business growth

Requirements:
• Proficiency in Hindi and/or Urdu
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years of financial planning experience
• Proven financial acumen and relationship management skills

Leverage your expertise in financial planning and client relationship management to make a significant impact at RBC.
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📌 RBC Financial Planner in Toronto (Ontario)
🏢 RBC
📍 Ontario