Advance your career as an RBC Financial Planner managing mass affluent clients in Barrie, Canada. Deliver tailored financial advice and build strong 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) • Solid 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. #J-18808-Ljbffr

📌 RBC Financial Planner in Barrie (Winnipeg)
🏢 RBC
📍 Winnipeg