Build mass affluent client relationships as an RBC Financial Planner in Stratford, using holistic financial planning and investment expertise. Deliver tailored advice through ongoing client reviews. This full time RBC Financial Planner role manages and grows a portfolio of mass affluent clients. You will provide comprehensive reviews, create long-term relationships, and deliver financial planning advice. Investment, credit, and everyday banking solutions support client goals and performance targets. Key Responsibilities:
Provide tailored financial planning advice for client goals Review clients' financial circumstances comprehensively and ongoing Grow, expand, and maintain a client portfolio Achieve performance targets through relationship management Cultivate service partner and local market relationships Requirements:
QAFP, PFP, or CFP designation IFIC or CSC Mutual Funds License Minimum three years' financial planning experience Financial acumen and proven client acquisition skills Ability to build COI and partner relationships Apply financial planning expertise, networking, and relationship management skills while advising RBC clients and developing Stratford market opportunities.