Shape holistic financial plans at RBC in Toronto while managing mass affluent portfolios and delivering investment, credit, and banking advice.
As an RBC Financial Planner, you will provide comprehensive reviews and build long-term client relationships through ongoing service. You will grow portfolios, pursue performance targets, and help clients achieve long-term goals. The position combines financial planning expertise with relationship management and business development.
Key Responsibilities: Provide tailor-made financial planning advice for client goals
Use investment, credit, and everyday banking solutions
Grow, expand, and maintain mass affluent client portfolios
Achieve performance targets through value-based relationship management




Cultivate service partner relationships and local market referrals
Requirements: Financial Planning Designation: QAFP, PFP, or CFP
Mutual Funds License through IFIC or CSC
Minimum three years of financial planning experience
Solid financial acumen and client acquisition skills
Proven networking, collaboration, and relationship management abilities
Bring financial planning expertise, client acquisition strength, and relationship management skills to RBC's Toronto advisory team.

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📌 RBC Financial Planner Toronto (Ontario)
🏢 Royal Bank of Canada
📍 Ontario