Mass Affluent Financial Planner at RBC

Drive client success as a Financial Planner with RBC, helping affluent customers achieve their financial objectives. This position emphasizes tailored advice and strategic client relationship management for optimal results.

As an RBC Financial Planner, you will focus on managing a portfolio of mass affluent clients, leveraging your financial planning expertise. Your proven skills in networking and client acquisition will enable you to maintain and grow your client base effectively while providing superior investment and credit advice tailored to individual needs.

Key Responsibilities:

• Offer customized financial planning to meet client goals

• Acquire and manage new and existing client assets

• Build and grow a robust client portfolio

• Establish relationships with service partners

• Seek out referral opportunities in local markets

Requirements:

• QAFP, PFP, or CFP Financial Planning Designation

• Must possess Mutual Funds Licence (IFIC or CSC)

• 3+ years of financial planning experience

• Knowledge in investments and credit

• Strong networking abilities and client acquisition expertise

Empower RBC clients in achieving financial stability with your planning and relationship management skills.
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