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.

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📌 RBC Financial Planner Richmond Hill (Ontario)
🏢 RBC
📍 Ontario