Financial planning expertise and relationship management define this full time RBC Financial Planner role in Stratford, Ontario. Serve mass affluent clients with comprehensive advice.

As an RBC Financial Planner, you will grow and manage a portfolio of mass affluent clients. You will review financial circumstances, build long-term relationships, and provide advice across investment, credit, and everyday banking solutions. Your work supports client goals through ongoing service and planning.

Key Responsibilities:

- Provide tailor-made financial planning advice for client goals
- Conduct comprehensive reviews of clients' financial circumstances
- Grow, expand, and maintain a client portfolio
- Achieve performance targets through relationship management
- 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 client acquisition skills
- Build COI and partner relationships across the market

Apply financial planning, networking, and relationship management expertise as an RBC Financial Planner serving Stratford clients.

📌 RBC Financial Planner Stratford
🏢 Royal Bank of Canada
📍 Stratford