Financial Planner: Portfolios
Listed on 2026-09-27
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Location: Halton Hills
RBC is seeking an RBC Financial Planner to grow and manage a portfolio of mass affluent clients, delivering comprehensive reviews and holistic planning. You’ll provide ongoing advice and services, aiming to build long-term client relationships and hit performance targets with a base plus variable compensation structure.
You will tailor plans using an extensive suite of investment, credit, and banking solutions, while developing COI relationships and collaborating with local partners to drive
Are you ready to take on the Financial Planner:
Grow Portfolios & Unlimited Earnings role at Rise Me?
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Planner:
Grow Portfolios & Unlimited Earnings role in the description above.
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