RBC Financial Planner in Richmond Hill, manage mass affluent portfolios through holistic planning, investment expertise, and relationship management. Full time work supports ongoing client advice.

This Financial Planner role grows and manages mass affluent client portfolios through comprehensive reviews and long-term relationships. You will provide tailored advice using investment, credit, and everyday banking solutions. Financial planning expertise, networking, client acquisition, and partner collaboration support performance targets.

Key Responsibilities:

- Provide tailored financial planning advice for clients’ goals
- Review clients’ financial circumstances comprehensively and regularly
- Grow, expand, and maintain a client portfolio




- Manage relationships using value-based practices and achieve targets
- Cultivate service partner and local market relationships

Requirements:

- Hold QAFP, PFP, or CFP designation
- Maintain an IFIC or CSC Mutual Funds License
- Bring at least three years’ financial planning experience
- Demonstrate financial acumen and relationship management skills
- Build market presence and strong partner relationships

Apply financial planning, portfolio management, and relationship-building expertise as an RBC Financial Planner serving Richmond Hill clients.

📌 RBC Financial Planner Richmond Hill
🏢 RBC
📍 Richmond Hill