Financial Planner
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-08-09
Listing for:
RBC
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Enhance your career as a Financial Planner with RBC in Toronto, Canada, serving mass affluent clients. Foster long-term relationships through superior financial advice and planning expertise.
In this full-time role, you will grow and manage a diverse portfolio while conducting comprehensive financial reviews. Your goal is to provide clients with tailored advice, leveraging a comprehensive suite of investment and banking solutions. Cultivate partnerships with local markets, aligning with service providers to optimize referrals and business opportunities.
Key Responsibilities:
• Provide personalized financial planning advice to clients
• Grow and maintain a portfolio through value-based management
• Build strong relationships with service partners for business growth
Requirements:
• Proficiency in Hindi and/or Urdu
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years of financial planning experience
• Proven financial acumen and relationship management skills
Leverage your expertise in financial planning and client relationship management to make a significant impact at RBC.
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