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 solid 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
🏢 RBC
📍 Richmond Hill