RBC Financial Planner in Richmond Hill, manage mass affluent portfolios through holistic planning, investment expertise, and relationship management. Full-time work supports ongoing client advice.
This Financial Planner role grows and manages mass affluent client portfolios through comprehensive reviews and long-term relationships. You will provide tailored advice using investment, credit, and everyday banking solutions. Financial planning expertise, networking, client acquisition, and partner collaboration support performance targets.
Key Responsibilities:
- Provide tailored financial planning advice for clients' goals
- Review clients' financial circumstances comprehensively and regularly
- Grow, expand, and maintain a client portfolio
- Manage relationships using value-based practices and achieve targets
- 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 relationship management skills
- Build market presence and strong partner relationships
Apply financial planning, portfolio management, and relationship-building expertise as an RBC Financial Planner serving Richmond Hill clients.
RBC Financial Planner Richmond Hill employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
