Shape holistic financial plans at RBC in Toronto while managing mass affluent portfolios and delivering investment, credit, and banking advice.
As an RBC Financial Planner, you will provide comprehensive reviews and build long-term client relationships through ongoing service. You will grow portfolios, pursue performance targets, and help clients achieve long-term goals. The position combines financial planning expertise with relationship management and business development.
Key Responsibilities:
- Provide tailor-made financial planning advice for client goals
- Use investment, credit, and everyday banking solutions
- Grow, expand, and maintain mass affluent client portfolios
- Achieve performance targets through value-based relationship management
- Cultivate service partner relationships and local market referrals
Requirements:
- Financial Planning Designation: QAFP, PFP, or CFP
- Mutual Funds License through IFIC or CSC
- Minimum three years of financial planning experience
- Strong financial acumen and client acquisition skills
- Proven networking, collaboration, and relationship management abilities
Bring financial planning expertise, client acquisition strength, and relationship management skills to RBC's Toronto advisory team.
RBC Financial Planner Toronto employer: Royal Bank of Canada
Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.
