Pursue a rewarding career as a Financial Planner with RBC, advising mass affluent clients. Employ your skills in financial planning to foster long-term client relationships.

In the Financial Planner position at RBC, you will be responsible for managing a portfolio of mass affluent clients and providing exceptional financial planning advice. Your expertise will guide clients toward their long-term financial aspirations, while your relationship management skills will be key to expanding your client base. A cooperative approach with partners will further enhance business opportunities.

Key Responsibilities:
• Offer tailored financial planning advice to clients
• Build and maintain a robust client portfolio
• Collaborate with local partners for referrals and growth




• Meet performance targets through effective relationship strategies
• Provide ongoing, comprehensive financial reviews

Requirements:
• Valid Financial Planning Designation (QAFP, PFP, CFP)
• Mutual Funds License (IFIC or CSC) is essential
• Minimum of 3 years in financial planning roles
• Demonstrated networking and client acquisition abilities
• Capacity to develop substantial partner relationships

Leverage your financial expertise to support clients in achieving their goals as a Financial Planner at RBC.
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📌 RBC Career: Financial Planner Role (Ontario)
🏢 RBC
📍 Ontario