Financial Planner

4 days ago

Toronto, Ontario, Canada RBC - Royal Bank Full time
Job Summary

We are seeking a highly skilled and motivated Financial Planner to join our team at RBC. As a Financial Planner, you will be responsible for providing comprehensive financial planning advice to our clients, helping them achieve their long-term goals and financial objectives.

Key Responsibilities
  • Provide tailored financial planning advice to clients, using our range of investment, credit, and everyday banking solutions.
  • Maintain and expand your portfolio of clients, achieving performance targets and building strong relationships.
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals.
Requirements
  • Financial Planning Designation (PFP or CFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
What We Offer
  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

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