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.

📌 RBC Financial Planner Stratford
🏢 RBC
📍 Stratford