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
- Robust 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.

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