Advance your career as an RBC Financial Planner managing mass affluent clients in Barrie, Canada. Deliver tailored financial advice and build robust client relationships.
As a full-time Financial Planner at RBC, you’ll manage a portfolio while providing ongoing reviews of clients’ financial circumstances. Your expertise in financial planning, along with proven relationship management skills, allows you to cultivate long-term client connections. This role focuses on achieving performance targets and maximizing opportunities within local markets through valued partnerships.
Key Responsibilities:
• Provide customized financial planning and investment advice
• Expand and maintain your client portfolio effectively
• Cultivate local partnerships for referral opportunities
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Minimum 3 years’ experience in financial planning
• Mutual Funds License (IFIC or CSC)
• Strong networking and client acquisition skills
• Ability to build relationships with partners
Harness your financial acumen and interpersonal skills to thrive as a Financial Planner at RBC.
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