Build and manage mass affluent client portfolios as an RBC Financial Planner in Pickering, applying financial planning expertise and relationship management.
This full time RBC position serves clients through comprehensive reviews, tailored advice, and ongoing services. You will provide holistic planning using investment, credit, and everyday banking solutions. Success includes growing relationships and achieving performance targets.
Key Responsibilities: Provide tailored financial planning advice for client goals
Review clients' financial circumstances comprehensively and regularly
Grow, expand, and maintain a client portfolio
Use value-based relationship management practices to achieve targets
Cultivate service partner and local market relationships
Requirements: Hold a QAFP, PFP, or CFP designation
Maintain an IFIC or CSC Mutual Funds License
Bring at least three years of financial planning experience
Demonstrate financial acumen and client acquisition skills
Build COI and strong partner relationships
Apply financial planning, networking, and relationship management expertise while advising RBC clients and developing a Pickering market presence.

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