Toronto Financial Planner Position

Position: Toronto RBC Financial Planner Position
Join RBC as a Financial Planner in Toronto and make a significant impact on clients' financial health. Your expertise will guide numerous clients toward achieving their financial dreams.

This full-time position requires a strong financial acumen and a dedication to relationship management. As an RBC Financial Planner, you will manage a portfolio of mass affluent clients, providing personalized financial advice and ongoing support. You will also collaborate with local service partners to capitalize on business opportunities and referrals, enhancing your clients' experiences.

Key Responsibilities:

• Offer personalized financial planning advice for client goals

• Actively manage and expand a portfolio of affluent clients

• Foster partnerships with local services for client referrals

Requirements:

• QAFP, PFP, or CFP designation required

• Mutual Funds License (IFIC or CSC)

• At least 3 years' experience in financial planning

• Proven ability in client acquisition and relationship building

• Skills to cultivate market presence and partner relationships

Bring your passion for holistic financial advice and client success to RBC’s team in Toronto.
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