Financial Planner

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your responsibilities include: Providing tailor-made financial planning advice and helping clients reach their goals, using a range of investment, credit, and everyday banking solutions Actively growing, expanding, and maintaining your portfolio of clients using value-based relationship management practices, achieving performance targets Cultivating relationships with service partners and local markets to optimize business opportunities and referrals To succeed, you will need: Financial Planning Designation (QAFP, PFP, or CFP) Mutual Funds License (IFIC or CSC) Minimum 3 years' experience in financial planning Strong financial acumen, along with proven networking, client acquisition, and relationship management skills, and a track record of partnering and collaboration Ability to create a market presence, build COI relationships, and cultivate strong partner relationships In return, you will receive: Full-time RBC employee status with unlimited earning potential and full benefits Opportunity to work with a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Flexible work/life balance options Job Data by YubHub .