RBC Financial Planner for Affluent Clients

Elevate your career with RBC as a Financial Planner focused on mass affluent clients. Deliver tailored financial advice and nurture client relationships to meet their unique goals.

At RBC, you will manage and grow your own portfolio of affluent clients while providing personalized financial planning. This role demands a proactive approach to client management and a commitment to optimizing business opportunities through strong relationship-building with service partners and the local market.

Key Responsibilities:
• Provide tailored financial planning advice for clients
• Manage and expand a portfolio of affluent client accounts
• Build relationships with local service partners
• Proactively monitor and achieve performance targets
• Optimize client referrals and business opportunities

Requirements:
• Financial Planning Designation (IPF) or in progress
• Mutual Funds License (IFIC or CSC)
• Minimum 3 y...