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